Expense Settings
Use Expense Settings to set up and maintain expense report entry and processing settings. You set up expense groups, expense categories, signature requirements, general ledger accounts for posting, approvals, reimbursement options, check templates for expense payments, and more.
If you have multiple companies, you must enter expense settings for each company. The active company displays at the top of each form. Use
beside the active company name in the title bar to switch to a different company and enter settings for another company.
Settings in the following locations also affect expense reports:
- If you enabled the tax auditing feature in
, the taxes that you specify are applied by default for expense reports. To override default taxes for expense reports, you specify the tax codes to apply for an expense category in the Tax Override grid of the Expense Categories settings form in
. (To access the Tax Override grid for an expense category, on the Expense Categories settings form, hover over its row in one of the grids, click
and select
Edit. The Tax Override grid is on the Expense Categories dialog box.)
- On the Time & Expense tab in the Employees hub, you assign access rights (Staff, Group, Company, or Admin) to the Expense Report application for each employee.
- On the Time & Expense tab in the Projects hub, you specify whether or not expense reports items charged to a project are billed to the client (bill by default). You specify whether or not to display a warning or error message in the Expense application when employees charge certain expenses to a project. You also determine whether or not to turn on expense line item approvals for a project, which overrides the system setting for expense line item approvals.