Configure Expense Settings

Use the Configure Expense Settings screen to view system-wide configuration options for Deltek Expense. You can use it to establish a foundation for the business rules within the system. The expense settings screen is a maintenance screen composed of various tables and subtasks that you can update.

Setup

You must supply all information in the Configure Expense Settings screen when initially setting up the system. After the initial setup, you can update certain configuration options as needed.

Note:

Related topics:

  • Display the Configure Expense Settings Screen
    The Configure Expense Settings screen is located in the Expense module.
  • UDT Options Subtask
    Use the UTD Options Subtask to configure the 10 User-Defined Tables (UDTs) for Deltek Expense. The labels for the UDTs are entered on the Configure General Settings screen. There are specific guidelines for how these UDT tables must be configured for certain financial systems.
  • Aging Options Subtask
    Use the Aging Option Subtask to set up date ranges on the Aging report.
  • Signature/Approval Text Subtask
    Use the Signature/Approval Text Subtask to specify the text that employees see during the signature process.
  • Export Options Tab
    Use the Export Options tab to set up and determine export requirements.
  • Miscellaneous Tab
    Use the Miscellaneous tab to specify miscellaneous configuration options, such as the UDT to be used in the expense report header, where to get the invoice date, and the last expense report number, and receipt and report options. These are system-wide settings.
Parent Topic: Settings