Expense Classes

Use the 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.

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.

When do I use the Expense Classes screen?

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.

The Expense Classes screen tabs

The tabs available in this screen are: Basic Information, Expense Report Types, Pay Methods, and Workflow Notifications