Using Expense Reports
To record employee expenses using tax-inclusive functionality, you must set up
the appropriate tax-inclusive functionality before you begin your work.
To create the template:
1. Navigate to the Expense Report Template window (Setup > Invoice > Expense
Report Templates).
2. In the Expense Report Template window, define the types of reporting that your
organization requires for tracking taxes and expenses.
3. Enter the expense item as you want it to appear on the expense report. Note
that the Includes Tax check box is checked as soon as you move to the Expense
Item field. The Includes Tax check box must be checked for the functionality to
correctly perform.
4. Use the default setting of Item for the Type column.
5. Pick the appropriate previously defined Group Tax to fill in the Tax Name
field.
6. Enter the General Ledger account.
