Use the 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.
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.
Use this screen 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.
The tabs available in this screen are: Basic Information, Categories, Expense Types, Expense Report Tasks, Expense Authorization Tasks.