Administering Expense

Overview

As an administrator, you can set up Expense to match your business accounting practices in order to effectively manage expense reports.

To start administering Expense, follow these steps:

1. Click the Admin Access tab (visible only to administrators) at the top of the Home page. The Admin Access Home page appears.
2. Choose Expense from the Services drop-down menu.

The Expense Settings Overview section of the Services | Expenses page appears. Click the links in the left column to set up payment types, expense types, custom fields, cost allocation, expense and receipt policies, corporate card feeds, and delegates.

• Frequently Asked Questions (FAQs) About Administering Expense

• Setting Up Payment Types

• Setting Up Expense Types

• Setting Up Custom Fields

• Setting Up Cost Allocation

• Setting Up Expense and Receipt Policies

• Setting Up Approvals

• Setting Up Delegates for Expense Reporting

• Setting Up Cash Advance