Setting Up Expense Types

When employees create expense reports, they select an expense type for each line item in the report. For example, when employees travel on business, they might have to enter line items with expense types Food, Airfare, Car Rental, Hotel, and so on.

When you set up expense types, you specify the expense types that are available to employees in the drop-down list that they use to select expense types. You also specify how these expense types are to be categorized and summarized in expense reports.

You can also create establishments that are associated with these expense types. For example, if the expense type is Airfare, then you might associate establishments with it such as Air Canada and British Airways. For more information about associating expense types with establishments, see Siebel Project and Resource Management Administration Guide.

Note: Before you can add expense types and establishments, you must add them in the List of Values view of the Administration - Data screen so that they appear in the drop-down list. Create expense types under EXP_ITEM_TYPE, and create establishments under EXP_ITEM_ESTAB.

To set up expense types

1. Navigate to the Expense Reports screen, then the Expense Types view.

2. Create a new record, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Expense Type	Select a value for the expense type that the employee selects in the Expense Type drop-down list of expense report line items, such as Airfare.
   Report Category	Select a category for this expense type. This category is used in summary reports, such as Air/Rail Fare.
   Summary	Type a larger summary category for this expense type, such as Travel Cost. This summary category is used in summary reports.