Tasks Subtask

Use the Tasks subtask to configure the attachments that are required for each expense type and to establish business rules related to Expense level attachments.

Screen 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.

Dflt Currency Cd

The currency field value always defaults to US dollars. This field is optional.

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.