Page Comparison

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1. Expand Organization

2. Click on Employee

3. Select the employee the recurring expense relates to

4. Click on the Expense Limit tab

5. Select Add

   1. Effective Date: Select the start date of the user

   2. Expense Group: Select the expense group from the drop down menu related to the recurring expense being created

   3. Expense Type: Select the expense type from the drop down menu related to the recurring expense being created

   4. Limit Type: The limit type must be set to Monthly Recurring

   5. Amount Limit: Type in the amount limit that relates to the recurring expense being created if applicable

   6. Notes: Add any notes you would like that relates to the recurring expense being created if applicableneeded

6. Click Save

1. Expand Data Piping

2. Click on All Profile Task

3. Click on Add

4. Give your profile a:

   1. Name: Give a name to your profile that will help whoever is running it be able to tell what the profile actually does

   2. Profile Type: Click on the profile type for Created Expense Recurring Reports

   3. Description: optional

5. Click Save

6. Click on the Parameters tab

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