General

Set mileage, approval, personal expense parameters, and project policy validation.

Financial

Set the ledger and ledger journal parameters for expenses.

Per diem

Set the per diem parameters.

Additional information

Define additional fields to include on an expense report.

Number sequences

Set the keys that are used for reference types when using expense management.

Standard rate of mileage

Enter the standard rate of mileage allowance for an employee when using their own car.

Document or line item approval

Select whether expense approvals can be done on a line-by-line basis or whether the entire report must be approved at the same time.

Personal expenses paid by

Select how an employee's personal expenses on an expense report will be paid.

Ledger daily journal name

Select which ledger journal to post approved expense reports to.

Number used for ledger voucher

Select the ledger voucher number to use when posting an expense report to the general ledger.

Enable ready for transfer functionality

Select this check box to enable expense reports to be transferred after approval.

Maximum difference

Enter the maximum difference allowed on split transactions.

Posting method

Select the posting method for expense reports.

Post immediately

Select this check box to post an expense report immediately to the general ledger without creating a journal transaction first.

Tax included

Select this check box to indicate that tax has been included in the employees expense amount.

Minimum hours for per diem

Enter the minimum number of hours allowed for an employee to receive a per diem.

Meal percent

Enter the default percentage for meal per diems for the first and last day.

Hotel percent

Enter the default percentage for hotel per diems for the first and last day.

Other percent

Enter the default percentage for miscellaneous per diems for the first and last day.

Reduction in percentage for breakfast

Enter the reduction in per diem for breakfast.

For example, if an employee receives a complimentary breakfast, you might choose to reduce the per diem amount by 10 percent.

Reduction in percentage for lunch

Enter the reduction in per diem for lunch.

For example, if an employee receives a complimentary lunch, you might choose to reduce the per diem amount by 15 percent.

Reduction in percentage for dinner

Enter the reduction in per diem for dinner.

For example, if an employee receives a complimentary dinner, you might choose to reduce the per diem amount by 20 percent.

User-defined field 1

Define a new field to add to an expense report and select how to display the field.

User-defined field 2

Define a new field to add to an expense report and select how to display the field.

User-defined field 3

Define a new field to add to an expense report and select how to display the field.

User-defined field 4

Define a new field to add to an expense report and select how to display the field.

User-defined field 5

Define a new field to add to an expense report and select how to display the field.

Reference

View the reference type that is used in Expense management for expense reports and expense requests.

Number sequence code

Select the license key to use with the reference type.