Setting Up a User with Expenses

Overview

This article covers setting up Users with Expenses.

Steps

1. Access the Expense module at the Assignment level. This is located after the General Information section.
   
2. When clicking in the Enabled box, the Expense options appear.
   
   1. Billing Status: Set expense entries to always be Billable, Never Billable or allow the user to choose for each expense.
   2. Reimbursable: Set expenses to always be Reimbursable to the User, Never Reimbursable or allow the user to choose for each expense.
   3. Expense Service Group: The Service Group can be set at each Assignment level. This limits the Categories that are available for the Employee to associate Expenses with.
   4. Mileage Profile: Set on the Admin tab and is connected at the Assignment level.

Once you have completed filling out the fields above, click the Save button on the Assignment. The User will now see an extra tab when they log in for Expenses.