Can I add classes to Expenses?

Yes, you can add classes to Expenses. You have two options to do this:

  1. Let employee select class while entering an expense
  2. Assign classes automatically based on rules

Let employee select class while entering expenses:

  1. Go to Setup | Expense Preferences
  2. Under Classes, check the Show Classes on expenses box

The employees will now see the class drop-down when they enter expenses and can select the class from the drop-down.

Assign classes automatically based on rules:

  1. Go to Setup | Expense Preferences
  2. Under Classes, uncheck the Show Classes on Expenses box
  3. Click on Class allocation rules link
  4. Select if you want to assign classes based on Employee class or Customer class
  5. If you have not already done so, you can set these classes by clicking on Assign Employee Class or Assign Project Class link

TimeRewards will automatically assign classes to expense transactions based on these rules.

 

 

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