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Administrator Procedures for Expense Reporting

The following administrator procedures describe how to set up several kinds of values and reports that users will choose from when working with expense reports, how to set up processing parameters such as reporting structures and approval limits, how to activate workflows for expense reporting, and how to revoke expense reports that do not meet requirements for back-office processing. Topics include:

• Creating Expense Types
• Creating Establishments
• Associating an Establishment with an Expense Type
• Adding or Modifying Available Periods
• Mapping Expense Types to Actuate Report Categories
• Defining Reporting Relationships for Expense Reporting
• Setting User Approval Limits
• About Dynamic Buttons
• Changing the Submit To Field Trigger for Expense Reports
• Activating Automatic Generation for Expense Reports
• Activating Email Notification for Expense Reports
• Activating the Update Expense Status Reports
• Understanding Currency Exchange Rates