Expense Report Categories

Use the Expense Report Categories form to set up general expense categories for all users or unique categories for use by different employee groups. When you set up an expense category, you define the direct account, indirect account, or reimbursable account to be debited when a user enters an expense item for the category.

You also set up detail, billing, and tax options for the category and determine which employee groups can enter expenses for the category.

The expense categories you set up are available to all designated users when they enter expense items on their expense reports.

When a user selects a category or an expense item, Vision enters one of the accounts associated with the category in Account on the user's expense report. The actual account number Vision enters depends on the following:

• The accounts associated with the category.

• The type of project to which the expense is charged.

• The billing status selected for the expense item.

Before you set up expense report categories by group, first add the groups on the Employee Group tab of Expense Report Configuration.

If your firm uses the Multicompany feature, you must configure expense report categories for each company in your enterprise.