Expense Claim Setup

The following areas of setup are required:

Employee Company

To use Expense Claims, the Employee must have a supplier company attached to their person record in the User setup - Employee Detail tab. There are two options:

• Expense Claim company, which will be a company linked to the employee that will receive the reimbursement. This is the "supplier" who will be paid i.e. who will receive the Expense Claim reimbursement.

• Credit Card company, which will be linked to a supplier that is linked to the company’s credit card on the financial system.

If any of the above companies are populated on the employee, then the corresponding Expense Claim type will become available when creating the Expense Claim.

Open

Control Parameter:

1. Expense Claims Activity Group:
   An Activity Group should be entered containing only the Disbursement and Purchase Type Activity Codes that can be used on an Expense Claim. This ensures that Activity Codes used for Job related purchases are not used on Expense Claims.

2. Expense Claim Approval Process:
   Choose between WOrkflow apporvals or Standard Approvals.

User Authorities

To use Standard approvals, the necessary authorities must be set by Timesheet Group in User settings, Authorities tab or from Timesheet Groups.
For the administration of Expense Claims, regardless of the approval process, the necessary authorities must be set by Timesheet Group in User settings, Authorities tab or from Timesheet Groups.