Setting up e-xpense

e-xpense administrators or controllers are responsible for setting up e-xpense.

Follow these steps to set up e-xpense.

1. Activate e-xpense.

2. Set up currency codes.

3. Initialize e-xpense.

4. Activate e-xpense for your employees.

5. Set up employees and credit cards as vendors.

6. Set up reason codes.

7. Set up organizations for e-xpense.

8. Set up approver/auditor groups.

9. Set up categories.

10. Set up expense forms.

11. Set up per diem rates, if necessary.

12. Set up security for group expense keepers, if your company uses mass expense entry.

Once you complete these steps, employees can enter and approve expense data using their web browsers.

You can also find out how to interface with an accounts processing program after users enter and approve expense data.