Fields and Options

Use the forms in Expense Settings to enter expense report entry and processing setup.

If you have multiple companies, you must enter Expense Settings for each company. The active company that you have open displays at the top of the selected form. To enter settings for another company, click beside the active company name that displays in the DPS title bar and select another company.

Related Topics:

  • Summary Form
    Review the sections on this form to see a summary of the entries that are made on each of the other forms in Expense Settings.
  • Options Form
    Use this form in Expense Settings to enter expense report setup information, such as entry requirements, reimbursement rate for distance driven, general ledger accounts for posting, and more.
  • Expense Groups Form
    Use this form in Expense Settings to set up expense groups and assign employees to the groups. For example, you can establish groups for the employees who share the same job function, work in the same department, or work in the same office.
  • Expense Categories Form
    Use the Expense Categories form in Expense Settings to add expense categories to expense groups. You must set up expense groups on the Expense Groups form in Expense Settings before you add expense categories to them.
  • Payments Form
    Use the Payments form in Expense Settings to enter settings for processing expense report payments.
  • Approvals Form
    Use the Approvals form in Expense Settings to require that expense reports go through an approval process, and enter settings for the approval process.
  • Assign Employees to Group Dialog Box
    Use this dialog box in Settings to assign employees to a time group or expense group. You organize employees by groups for timesheet and expense report entry, submitting, approval, and posting purposes.
  • Expense Categories Dialog Box
    Use this dialog box in Expense Settings to enter additional information for an expense category, including default tax codes and distance and company paid override settings.
  • Format Currency Dialog Box
    Use this dialog box in Expense Settings to select the formatting for the currency that you use for employee expense payments.
  • Format Date Dialog Box
    Use this dialog box in Expense Settings to select the format for the date that you use for employee expense payments.
Parent Topic: Expense Settings