Manage Expense Report Types

Use the Manage Expense Report Types screen to set up different types of expense reports based on company policies. You can have several expense report types, or just one, depending on your company's complexity.

For example, you could set up an expense report type for each division in your company, or one for expenses that require per diem rates and one for expenses that do not.

Use this screen to add, edit, or delete expense report types and when you initialize Deltek Expense.

Before setting up expense report types, you should set up currency schedules, per diem schedules, functional roles, expense types, and tax schedules.

Set up expense report types before setting up expense classes, before adding new employees to the system, and before entering expense reports.

Related topics:

  • Display the Manage Expense Report Types Screen
    The Manage Expense Report Types screen is located in the Expense module.
  • Manage Expense Report Types Screen Fields
    On the Manage Expense Report Types screen, enter basic information about the expense report type such as code, description, general options, date validations, and user-defined values.
  • Categories Subtask
    The Categories subtask displays the valid categories that you can use on an expense report, the order in which they appear, and a long and short label for each.
  • Expense Report Types Subtask
    Use the Expense Report Types subtask to add an expense report type to this expense class. Select the Default check box in the row containing the expense report type that should be the default option when employees enter an expense report. Employees can select the other expense report types that are listed.
  • Expense Report Tasks Subtask Screen
    Use the Expense Report Tasks subtask to view and add tasks that must be performed on an expense report for the expense report type.
  • Expense Authorization Tasks Subtask
    Use the Expense Authorization Tasks subtask to view and add the tasks that must be performed on an expense authorization for this expense authorization type.
  • Expense Authorization Advance Tasks Subtask
    Use the Expense Authorization Advance Tasks subtask to view and perform the advanced tasks for this expense authorization type.
  • UD Values One Subtask
    Use the UD Values One subtask to add or delete user-defined field 1 values. You can set one user-defined value per code as the default for the field 1 values.
  • Expense Report Types Dialog Boxes
    Several dialog boxes are available to help you maintain Expense Report Types.
Parent Topic: Settings