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Administrator Guide
Last Updated: 2023-06-23
Set Accumulator Balances in Travel Profiles

Set Accumulator Balances in Travel Profiles

  • Set up expense items with accumulators.
  • Configure worker travel profiles.
  • Security:
    Process: Expense Report – Other
    domain in the Expenses functional area.
You can manually define starting balances for expense item accumulators when you implement Workday after the accumulated period starts.
  1. Access the
    View Travel Profile
    report.
  2. As a related action on a worker travel profile, select
    Travel Profile
    Maintain Expense Item Accumulator Balances
    .
  3. Select each
    Expense Item
    that requires a
    Beginning Balance
    and enter the
    Balance Application Date
    .