Manage Expense Classes
Use the Manage Expense Classes screen to set up rights and access for different types of employees. You can have many expense classes or just one, depending on the complexity of your company.
For example, you could set up one expense class for the executives in your company and one for the non-executives, or one for full-time employees and one for part-time employees. Each could have different rights and could have access to different expense report types based on your company setup.
Use this screen to add, edit, or delete expense classes.
Use this screen when you initialize Deltek Expense. Before setting up expense classes, you should set up expense report types, expense types, and pay methods.
You should set up expense classes before adding new employees to the system and before entering expense reports or expense authorizations.
- Related Topics:
- Display the Manage Expense Classes Screen
The Manage Expense Classes screen is located in the Expense module. - Basic Information Tab
Use the Basic Information tab to set expense class code and description. You can also use this tab to set up expense class options in modifying and voiding expense reports and expense authorizations. - Workflow Notifications Tab
The Workflow Notifications tab displays the notifications and tasks that will take place when an event occurs. - Expense Report Types Subtasks
Use the Expense Report Types subtask to add an expense report type to this expense class. - Pay Methods Subtask
Use the Pay Methods subtask to view the pay methods available to members of an expense class when filling out an expense report. You can add or delete pay methods from this table.