Set up expense management parameters

Parameters

Use this form to set the default values for the expense management section.

Create policy rules

Define policy rules

Use this form to create expense report policy rules and violation responses.

Create expense categories

Expense categories

Use this form to create expense categories for employees to select from when creating an expense report.

Set up expense purposes

Expense purpose

Use this form to create expense purposes for employees to select from when creating an expense report.

Set up employee expense records

Employee details

Use this form to set up per diem and mileage rates for employees and any payments to be made to employees for expense transactions.

Set up payment methods

Payment methods

Use this form to set up methods of payment for expense transactions.

Set up currency types

Currency

Use this form to set up currency types for employees to select from when entering an expense report.

Set up travel locations

Travel locations

Use this form to set up travel locations for employees to select from when entering an expense report.

Set up merchants

Merchants

Use this form to add merchants for employees to select from when entering a transaction on an expense report.

Set up guests

Guests

Use this form to add guests for employees to select from when entering a transaction on an expense report.

Set up display fields

Display fields

Use this form to select which fields will be shown on an expense report and whether data entry is required by employees when entering an expense report.

Set up expense report delegates

Delegate setup

Use this form to set up delegate approvers for an employee's expense report.

Create per diem rules

Per diem locations

Use this form to set up locations for employees to select from when receiving a per diem payment.

Per diem table

Use this form to alter per diem rates based on days and or hours.

Per diems

Use this form to set up per diem rates for employees.

Import Axd documents

Documents

Use this form to create valid Axd documents for importing data.

Formats

Use this form to create formats for data import.

Transformations

Use this form to create transformations for data import.

Set up recurring automatic import of credit card transactions

Credit card import

Use this form to manually import credit card transactions.

Credit card import from folder

Use this form to set up the folder where imported credit card transactions will be stored, the frequency of credit card import, and to define the import notifications.

Exceptions

Use this form to view exception errors related to credit card import.

Set up expense management workflow approvals

Workflow configurations

Use this form to set up the workflow approvals and templates for expense management.

Set up statistics groups

Statistics groups

Use this form to set up statistics groups for expense management reporting.