Settings

Related topics:

• Configure Expense Settings
  Use the Configure Expense Settings screen to view system-wide configuration options for Deltek Expense. You can use it to establish a foundation for the business rules within the system. The expense settings screen is a maintenance screen composed of various tables and subtasks that you can update.
• Manage Currencies
  Use the Manage Currencies screen to set up currency codes for your system. You use currencies to identify the country in which an expense is incurred.
• Manage M&IE Breakdown
  Use the Manage M&IE Breakdown screen to enter the individual meal and incidental expense amounts for CONUS, OCONUS, or user source. You can add records based on the total meal and incidental amounts.
• Manage Providers
  Use the Manage Providers screen to set up vendors that provide services, delete providers or Visa supplier names, or capture vendor ID information. You can set up vendors for any category.
• Manage Expense Charge Types
  Use the Manage Expense Charge Types screen to create charge types and set up rules for assigning or entering charge information to expense amounts.
• Manage Pay Methods
  Use the Manage Pay Methods screen when you initialize Deltek Expense. You should set up pay methods before you set up expense types, adding new employees to the database, or entering expense reports.
• Manage Currency Schedules
  Use the Manage Currency Schedules screen to add, edit, and delete currency schedules and upload exchange rates. You can enter transactions and be paid in a different currency other than the system's base currency.
• Manage Per Diem Schedules
  Use the Manage Per Diem Schedules screen to create and maintain schedules of per diem rates for M&IE and lodging.
• Tax Schedules
  Use the Tax Schedules screen to set up tax schedules that you will link to expense types. A tax schedule identifies the tax rates to apply to those expenses.
• Manage Expense Types
  Use the Manage Expense Types screen to add, edit, or delete expense types. Use it when you initialize Deltek Expense. Before setting up expense types, set up charge types, payment methods, and providers.
• Manage Expense Report Types
  Use the Manage Expense Report Types screen to set up different types of expense reports based on company policies. You can have several expense report types, or just one, depending on your company's complexity.
• 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.
• Manage Batch Types Screen
  Use the Manage Batch Types screen to set up configuration information regarding batch expenses. This includes identifying default information, setting up starting and ending position information from file layouts, selecting a bill currency, determining file filters, and setting up ghost card information. Information set up in this screen is used when importing credit card files.