Set Up Note Types and Notes for Expense Justification

Use these steps to set up note types and notes for expense justification.

To set up note types and notes for expense justification:

1. Go to Setup > Documents and Notes > Notes > Note Types > Note Type.
2. Create a note type for each set of justification fields to be attached to expense lines.
3. Select the Justification check box.
4. In the Justification Description field, enter the template string that defines the format of the concatenated description of the note type.
5. Create a template note for each justification-related note type that you created.
6. Go to Jobs > Home > Tasks > Tasks.
7. In the Note No. field, enter the template note on each task that requires justification.