Set Up Expense

Use the Expense Setup forms to make decisions about how employee expense reports are tracked.

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Each setup form focuses on a different area.

Form	Description
Summary	This form shows you all of the work that you have done on the other forms.
Options	Use this form to make basic decisions about how employee expense reports work, including whether or not employees can enter advances on their expense reports or employee signatures are required. For more information, see the Expense Reports help topic.
Expense Groups	Use this form to set up expense groups to distribute expense report administration responsibilities among different administrators. For example, you can use expense groups to bring together employees who share the same job function, work in the same department, or work in the same office. After you set up an expense group, you can assign employees to it.
Expense Categories	Use this form to specify that certain common expense categories, such as hotels, meals, and airfare, should display automatically on expense reports, along with the correct accounting and billing information. You can have an expense category display on expense reports for all employees or for only those who belong to specific expense groups. For more information, see the Expense Categories help topic.
Payments	Use this form to determine the format of employee expense checks and remittance advices, as well as the bank account that they will be drawn upon unless a different bank is chosen.
Expense Approvals	Use this form to determine if you will use an approval workflow to have leaders approve employee expense reports. You can choose among several different workflow options. For more information, see the Approvals Center section of the help.

Video

Title	Description
Set Up Expense	Learn how to set up expense report tracking so that employees can enter, submit, and approve expense reports.