Set up requisition management

Sparkrock 365 includes functionality to help you create, process, authorize, and track purchase requests within your organization. Before you can use this functionality, you must perform some setup.

The general settings for finance requests can be found on the Purchases & Payables Setup page, on the following FastTabs:

  • Finance Requests

  • Limited Access Settings

  • Number Series

For more information about how to set up requisition management, in the following table, select the links.

To Go to
Learn how to set up expense types and expense types categories. Expense types and expense types categories
Learn how to set up items and item categories. Set up items and item categories
Learn how to import and export item and expense type images. Import and export item and expense type images
Learn how to set up expense type price lists. Set up expense type price lists
Learn how to update the expense type current unit amount. Update the expense type current unit amount
Learn how to set up options for items and expense types. Set up options
Learn how to set up attributes for items and expense types. Set up attributes
Learn how to set up PR types. Set up Purchase Requisition (PR) types
Learn how to set up account sets for finance requests. Set up account sets for finance requests
Learn how to set up budget checking. Set up budget checking.
Learn how to set up taxes for requisition management. Set up taxes for requisition management
Learn how to set up currencies for requisition management. Set up currencies for requisition management
Learn how to set up report selection for requisition management. Set up report selection for requisition management
Learn how to set up a manager user. Set up a manager user
Learn how to set up the confidential indicator for incoming documents and attachments. Set up the confidential indicator for incoming documents and attachments

Expense Claims
Finance Request Lines Rate Calculations
Mileage Calculations on Expense Claims

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