Expense Express provides users with a quick and easy way to create an expense report. Expense Express is designed to simplify the steps and is specifically for users creating out of pocket expense reports, although not designed for credit card charges and cash advances. For example, a user who does not frequently submit expense reports would benefit from Expense Express through the quick and easy creation of expense reports. Expense Express may be assigned to separate operating units, departments, and/or employees.
How to Enable Expense Express Entry
- On step 6 of Report Type Setup, "Enable Expense Express", select "Yes" and Save* After 'Save' has completed loading, the Expense Express options will display on report menu
Adding Expense Types to Expense Express Menu
- Click Expense Express Entry
- Click Add to choose the expense types that will be available on Expense Express
- Click the Drop down and from the list of expenses select which will be available on the Expense Express menu
- Once Expense has been selected, click Save
- Repeat as many times as necessary
Restricting Access to Expense Express
- Click Expense Express Restriction
- Click Add
- Select how the Expense Express option will be restricted, this can be by Employee ID, Employee Type, Operating Unit and/or Department.
- Repeat as many times as necessary.
Selecting Icon for Expense Express
- Go to step 26 of Expense Type Setup and select icon from drop-down.