Expense Report Configuration Overview
Use Expense Report Configuration to set up and maintain expense report processing options for the Vision Time and Expense application.
For example, you use Expense Report Configuration to do the following:
-
Specify expense report global processing, display, and reimbursement options.
-
Set up expense report company paid default accounts.
-
Set up, modify, or delete expense report employee groups.
-
Set up alerts to remind approvers when expense reports are submitted for processing.
Multicompany
If your firm uses the Multicompany feature, you must:
- Define system-wide processing options for the Expense Report application.
- Define company-specific processing options for each company within your enterprise.
In addition to the settings in Expense Report Configuration, settings on the following tabs affect how your Expense Report application works:
- Expense tab of Employee Info Center — Use these settings to assign access rights to the Expense Report application-Staff, Group, Company, or System-to each employee.
- Tax Auditing tab of Accounting Company Settings Configuration — Use these settings to enable the tax auditing feature for expense reports.
- General tab of Accounting Company Settings Configuration — Use these settings to select a check template and default bank for expense checks.
- Time and Expense tab of Project Info Center — Use these settings to set up expense billing defaults individual projects.
Related Topics
- Checklist: Setting Up the Expense Report Application
The checklist outlines all the steps you must complete to configure the Expense Report application for use at your firm. - Expense Report Alerts Configuration
You can configure Vision to notify approvers when expense reports are submitted for processing. - Expense Report System Settings for Line Item Approval
Use the System Expense Report Configuration form to turn on and configure the Expense Report Line Item Approval feature for your entire enterprise. Expense Report Line Item Approval enables principals, project managers, and/or supervisors to review and approve (or reject) all expense charges entered for their projects. - Employee Groups Example for Expense Reports
This is an example of how employee groups can make the timesheet process more efficient. - Expense Report Categories
Use the Expense Report Categories form to set up general expense categories for all users or unique categories for use by different employee groups. When you set up an expense category, you define the direct account, indirect account, or reimbursable account to be debited when a user enters an expense item for the category. - Expense Report Configuration Reports
You can preview or print reports that contain expense report configuration, such as approval settings and expense categories.
Parent topic: Time and Expense Configuration Overview