Expense claims entry settings

Use the Expense Claims settings if you want to record expense claims in Project Accounting.

Open: Project Accounting > Utilities > System Setup > Timesheet and Expense Claims Settings | Expense Claims.

Select from the following settings:

Allow expense claim entry	Select this if you want to use expense claims in Project Accounting.
Use expense claim categories	Select this if you want to use expense categories. Expense categories are used to group expense items together; e.g. a Travel category may include Flight, Train and Taxi Expense Items. Once selected a n expense category must be selected when the expense claim is entered and then only items associated with that category can be chosen. Changing this setting This setting cannot be changed once you have set up expense claim categories.
Authorise expense claims	Select this if you want to use expense authorisation to approve submitted expense claims. Once selected, all expense claims must be authorised before they can be posted. Note: To choose which resources have permission to authorise expense claims and set their authorisation limits, set the permissions and authorisers on the resource records.
Next expense claim no	Use this to set the reference number for the next expense claim. You cannot change this to a number lower than expense claims already entered.