Expense Express

Expense Express provides users with a quick and easy way to create an expense report. Expense Express allows users to quickly and efficiently submit expense reports by selecting predefined expense types. 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

1. On step 5 of Report Type Setup, "Enable Expense EXPRESS", select "Yes" and click Save. 
2. Once the Enable Expense EXPRESS option has been saved as "Yes", two the Expense Express options will display on report type menu:
   1. Expense EXPRESS Entry - Where you can select the expense types you would like included in expense express menu
   2. Expense EXPRESS Restriction - Where you can restrict based on the following:
      1. Employee ID
      2. Employee Type
      3. Operating Unit
      4. Department

Adding Expense Types to Expense Express Menu

1. Click Expense EXPRESS Entry tab.
2. Click on the Add button.
3. Click the Drop down and from the list of expenses select which will be available on the Expense Express menu
4. Once Expense has been selected, click Save.
5. Repeat as many times as necessary

Restricting Access to Expense Express

1. Click Expense Express Restriction
2. Click on the Add button.
3. Select how the Expense Express option will be restricted:
   1. Employee ID - Select the Employee ID if the field is restricted based on a specific employee id. Otherwise leave it as ALL .
   2. Employee Type - Select the Employee Type if the field is restricted based on a specific employee type. Otherwise leave it as ALL .
   3. Operating Unit - Select the Operating Unit if the field is restricted based on a specific operating unit. Otherwise leave it as ALL 
   4. Department - Select the Department if the field is restricted based on a specific department. Otherwise leave it as ALL .
4. Once restrictions have been made, click Save.
5. Repeat as many times as necessary.

Selecting Icon for Expense Express

1. Go to step 26 of Expense Type Setup and select icon from drop-down.