Expense Management Setting
One record per company with its rules for expense claims: whether lines carry a currency, how far back an expense may be dated, and the defaults of the expense screens, among them the journal expenses post on.
Every field in plain words
Header and Controlling
| Field | What it means | What to put |
|---|---|---|
| Legal Entity | The company | Required. One record per company |
| Currency Required On Line | Expense lines show Currency and Exchange Rate | Tick for staff who spend in other currencies. Off, every line is in the claim's Default Currency |
| Expense Date Back Limit (Months) | How many months back an expense may be dated | For example 2: an expense on a claim saved on 23 October may be dated 23 August at the earliest. Empty or 0 means no limit. Only lines being added or re-dated are checked |
Default Parameters
One line per field to set, as on every module setting.
| Column | What it means |
|---|---|
| Process Code | The Expense Management screen |
| Object No | The field on that screen |
| Value | The value the field starts with |
| Mandatory, Disable, Hidden | Make it compulsory, lock it, or hide it, for this company |
The posting journal is set here. Add a line with Process Code Post Expense Submission, Object No Transaction Journal, and the journal's code as Value. Post This Expense on a claim uses exactly this line; without it, it refuses.
Validation
| Column | What it means |
|---|---|
| Process Code | The Expense Management screen |
| Special Validation | A special validation recorded against it. The Expense Management screens' own rules do not read this list |
Two more ticks, Required Project in Line and Required Billable in Line, are configured for this screen but not placed on it, and nothing reads them.
What it is connected to
- Expense Submission - reads the currency tick and the back limit.
- Post Expense Submission - its Transaction Journal default.
If something looks wrong
- On a claim, "No posting journal is configured for Post Expense Submission. Set the 'journalno' default for EMPE in EM Settings first." Add the Default Parameters line described above.
- Saving says the Legal Entity already exists. One record per company.