Checklist: Setting Up the Expense Report Application

The checklist outlines all the steps you must complete to configure the Expense Report application for use at your firm.

If your firm uses the Multicompany feature, you must define company-specific processing options for each company in your enterprise.

Expense Report Company Configuration

Step	Description	Location
1	Enable approval workflow for employee expense reports.	Configuration > Time & Expense Company Expense > Setup Tab
2	Configure Expense Report setup options.	Configuration > Time & Expense Company Expense > Setup Tab
3	Configure Expense Report employee groups.	Configuration > Time & Expense Company Expense > Employee Group Tab
4	Enter an Expense Report signing notification message.	Configuration > Time & Expense Company Expense > Miscellaneous Tab
5	Configure Expense Report expense categories.	Configuration > Time & Expense > Expense Categories
6	Define employee access rights for Expense Report processing.	Info Center > Employees > Expense Tab
7	Print Expense Report configuration reports. Company Expense Report Configuration Report Expense Categories report	Configuration > Time & Expense > Company ExpenseConfiguration > Time & Expense > Expense Categories