General Information
Default Menu Location: Maintain >> System >> Rule Maintenance >> Expense Types
Screen Name: RULEM
Applies To:
Expense Reports
Function: The Expense Types rule controls the following:
- Drop-down options presented to the user in each applicable section of the Expense Report.
 Example of Expense Type option |
- The Item Code to use when billing a client for the expense.
- The GL Account to use when the expense is reimbursable.
You can download a good starting point for this rule
from here. You will need to modify the GL accounts and set up the Items.
 Expense Types |
Fields
Text1: Two character unique code for the Expense Type.
Text2: The Description of the Expense Type.
Text3: The Item Code that will be used if the expense is billable.
Text4: The Expense Type/Section. Every expense type must fit into one of six categories:
- Mileage/Tolls (MILE)
- Travel (TRAVEL)
- Lodging (LODGE)
- Meals (MEALS)
- Entertainment (ENT)
- Miscellaneous (OTHER)
Text5: GL Account to be debited if the expense is reimbursable.
Number1: The order each type will appear in the corresponding drop-down list.
Related Videos
Create New Expense Types
