Add Task Dialog Box

Use the Add Task dialog box to create tasks.

Location

To display the Add Task dialog box, complete the following steps:

1. From the Expense menu, click Settings > Expense Types.
2. On the Tasks tab of the Expense Types screen, click Add Task.

Contents

Dialog Box Fields

Field	Description
Functional Role	Select the functional role that should be allowed to perform this task.
Task	This non-editable displays Attach as the task.
Attachment Type	From the drop-down menu, select the attachment type that applies for this expense. The values that display in the list are those you configured for individual expenses on the Miscellaneous tab of the Administration > Product Configuration > General Configuration screen.
Threshold	Threshold represents the dollar limit that the expense must exceed for the attachment to apply. Enter the dollar amount that expense should not exceed.
Start Date	This field is required. Click to select a start date for the attachment type. This allows you to define when this attachment applies based on date range.
End Date	This field is optional. Click to select an end date for the attachment type. This allows you to define when this attachment applies based on date range.