Expense Report Templates

Expense Report Templates
Expense report templates has to be defined in Accounts payables -> Setup -> Invoices.

Defined templates should be enabled for internet expenses modules

Define expense item, classify expense category and assign to a enterprise policy schedule

Define templates for each operating unit with user-enter-able template name with description

Define expense item attributes - Receipt required to Yes and set the limit value, Select justification is required or only when policy is violated.

Itemizations

Itemization is to record business expenses based on each receipt line, this allows audit team to introspect into employee business & personal expenses.

Enable itemization flag to Yes


Assign Default expense template using Payables options




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