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Setup the recurring expense Profile

  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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c. Next month - Select this option if you would like the expense report to be created for the next month

  • Report Status*

    a. Draft - For expense reports not yet submitted for approval

b. Released - For expense reports that have already been approved

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