Use the Tasks subtask to configure the attachments that are required for each expense type and to establish business rules related to Expense level attachments.
Screen Fields
| Field | Description |
|---|
| Functional Role
|
Select the functional role that should be allowed to perform this task.
|
| Task
|
This non-editable displays Attach as the task.
|
| Attachment Type
|
From the drop-down menu, select the attachment type that applies for this expense.
The values that display in the list are those you configured for individual expenses on the
screen.
|
| Dflt Currency Cd
|
The currency field value always defaults to US dollars. This field is optional.
|
| Threshold
|
Threshold represents the dollar limit that the expense must exceed for the attachment to apply. Enter the dollar amount that expense should not exceed.
|
| Start Date
|
This field is required. Click
 to select a start date for the attachment type. This allows you to define when this attachment applies based on date range.
|
| End Date
|
This field is optional. Click
to select an end date for the attachment type. This allows you to define when this attachment applies based on date range.
|
