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An expense type configuration is used to group like expenses together. The group is then assigned to a project. When expenses expense reports are entered submitted against that project, only ones in the group are allowedonly allowed expenses are permitted. Configurations only apply to expense reports created in Projector Web. They do not apply to vendor invoices, soft cost documents, subcontractor invoices, or expense reports created in management portal. |
The expense type configurations editor is reached from Administration Tab | Job Accounting | Expense Type Configurations
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Editing Expense Type Configurations requires the global permission System Settings set to Update.Expense Type Configurations are applied on
Configurations only apply to expense reports created in Projector Web. They do not apply to vendor invoices, soft cost documents, subcontractor invoices, or expense reports created in management portal.
Apply a Configuration from the Project Info Tab.
If a resource submits an expense against an invalid type, it will be automatically rejected and they will be prompted to choose a different expense type.
Once a cost card is approved, if the expense type is subsequently made invalid, the cost card remains unchanged.
You can manually set a disallowed expense type through Administrators can bypass these limitations. For example, they can use pre-invoicing adjustments and invoice adjustments to reassign a cost card to an invalid expense type.
Manage Expense Type Configurations
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