Set Up Expense Types and Expense Types Categories
Users can add items or expense types to lines of a finance request. Expense types can be set up in many different ways.
Expense types can be set up to mirror general ledger expense accounts that users interact with, for example, 5100 – Travel that is linked to the general ledger account 5100, or 6100 – Supplies that is linked to the general ledger account 6100, where 5100 and 6100 are the respective expense accounts for travel and supplies. Alternatively, expense types can be set up in an operational way, for example, TR-AIR for air travel expenses that are linked to the general ledger account 5100, or SP-Paper for paper supplies that is linked to general ledger account 6100.
Expense types can be as specific as you like and a single general ledger account can be linked to many expense types. Because expense types can be organized by expense type categories, to support different types of users, you may consider implementing both models that are listed above. Expense type filters or expense type category security filters can be set up so that users can only view expense types that they are authorized to see.
To set up expense types categories
Choose
, enter expense type categories, and then choose the related link.The Expense Type Categories page opens.
On the action bar, choose New.
A new row appears.
In Code, specify a code to represent an expense type category.
In Description, specify a description for the code.
To set up expense types
Choose
, enter expense types, and then choose the related link.The Expense Types page opens.
On the action bar, choose New.
The Expense Type Card page opens.
Specify values for fields as required.
See also
Set Up Requisition Management
Expense Claims
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