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.
If your firm uses the Multicompany feature, you must define company-specific processing options for each company in your enterprise.
Expense Report Company Configuration
Step | Description | Location |
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1 | Enable approval workflow for employee expense reports. | |
2 | Configure Expense Report setup options. | |
3 | Configure Expense Report employee groups. |
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4 | Enter an Expense Report signing notification message. | |
5 | Configure Expense Report expense categories. | |
6 | Define employee access rights for Expense Report processing. | |
7 | Print Expense Report configuration reports.
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