Expense User allows employees to quickly and easily enter Expense Claims for reimbursement. Prior to employees being able to access this feature, configuration must be applied to ensure users can submit expenses.
  1. → 0. Expense User Configuration Guide
  2. 1. Configuring Credit Card Import
  3. 2. Mapping GL Accounts to Expenses
  4. 3. Expense Types and Expense Type Categories for Employee Portal Expense User
  5. 4. Email Templates for Expense User

Before users can log in and create Expense Requests or Expense Claims, advanced configuration must be applied. This addresses settings specific to your business needs, including:

Once all configuration is applied, Expense Users may submit Requests and Claims. In this case, administrators must perform ongoing tasks, as outlined in the Expense User Administrator’s Guide.

 
  1. → 0. Expense User Configuration Guide
  2. 1. Configuring Credit Card Import
  3. 2. Mapping GL Accounts to Expenses
  4. 3. Expense Types and Expense Type Categories for Employee Portal Expense User
  5. 4. Email Templates for Expense User