Expense Tab of Employee Info Center

Use the Expense tab to enter and maintain administrative information related to Vision Expense Report, an expense tracking tool that employees use to enter and submit expense reports.

Contents

Vision enables the fields on the Expense Groups grid when you select Group in the Level field. Use the Expense Groups grid to assign an employee to more than one group, with appropriate editing or approval privileges.

If you use Vision Multicompany, the following applies:

• The data that you enter on this tab applies to the company that the current record is associated with.
• The tabs and fields that display are based on the company that the current record is associated with. For example, if the employee is associated with four different companies but only one company has access to Vision Payroll, the Payroll tab of the Employee Info Center only displays when you are viewing that company's record.
• The values that are available in the individual fields and lookups are based on the company that the record is associated with. For example, only timesheet groups that are associated with the current company are available in the Group drop-down list.
• If the Automatically retrieve your record in Employee Info Center/Employee Review option is selected in User Options, the employee record that automatically loads is for the home company that is associated with the current record. If the record is associated with multiple companies, the home company record displays first.

Grid

Field	Description
Group	Select an expense report group for the employee. You establish employee expense report groups on the Employee Groups tab of Company Expense Report Configuration. If you use the Multicompany feature, only groups for the active company display in the Group drop-down list.
Administration	Use the fields in this section to assign employee access rights to expense reports.
Level	Select the administrative level for the employee to determine the employee's access to the Expense Report application. Staff — Staff level gives the employee access to his or her expense reports only. Group — Group level gives the employee access to expense reports for all employees within a particular group. Company — Company level gives the employee access to expense reports for all groups and employees within a particular company. This option applies if your firm uses the Multicompany feature. System — System level gives the employee access to expense reports for all groups and employees. You must designate at least one employee in your firm to have System level access.
Editing	Vision enables this option when you select System in the Level field. Select this option to allow an employee with system-level access to edit all expense reports. Other employees can edit all New and In Progress expense reports. Once the report is submitted, an approver can edit all expense reports based on the approval workflow configuration.

Field	Description
Insert	Click this option to add an employee group to the Expense Groups grid.
Copy	Click this option to copy employee group information from one row on the Expense Groups grid to a new row on the grid.
Delete	Click this option to delete an employee group from the Expense Groups grid.
Company	Use this drop-down list to select the company whose expense reports this employee can access.
Group	Use the drop-down list to select the Expense groups whose expense reports this employee can access. If you use the Multicompany feature, the groups that display depend on the selected company.
Editing	Select this option to allow the employee to open and edit expense reports for all employees in the specified group.