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 system-wide processing options for the Expense Report application and define company-specific processing options for each company within your enterprise.

Expense Report System Configuration

Step	Description	Location
1	Configure Expense Report line item approval options	Configuration > Time & Expense > System Expense
2	Configure Expense Report user-defined labels and required fields.	Time & Expense > Expense Report
3	Configure Expense Report alerts. Expense Report Approval Expense Report Line Item Charge Expense Report Line Item Rejected	Configuration > General Alerts > Expense

Expense Report Company Configuration

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