Define Business Purposes
Security:
Set Up: Expense Item
domain in the Expenses functional area.You can define business purposes for:
- Accounting.
- Expense reporting.
- Spend analysis.
You can also remove the
Business Purpose
field from expense reports
when:- Your organization doesn't use business purposes for expense reporting.
- You don't define any business purposes.
- Access theMaintain Business Purposestask.
- Add a row for each business purpose and include:ColumnDescriptionValueEnter a value for workers to characterize the business purpose for this expense report.You can associate business purposes with ledger accounts to help automate accounting.InactiveSelect to inactivate a business purpose from future use on expense reports.In UseWorkday selects this option after a worker selects the business purpose on an expense report, when the worker:
- Saves the expense report.
- Submits the expense report.
Once a worker uses a business purpose, you can't delete it but you can inactivate it.
Workers can select business purposes in expense reports to categorize their expenses.
To enable the
Business Purpose
field in expense reports,
define at least 1 business purpose.When you define the
Business Purpose
dimension on the Spend
account posting
rule, the accounting posts to the corresponding ledger account for expense report
transactions with business purposes.When you inactivate a business purpose:
- Workers won't be able to select the business purpose in new expense reports.
- Inactive business purposes are still available for:
- Account posting rules.
- Conditional rules.
- Custom validations.
- Exit validations.
- Reporting.
- Workers can select business purposes on their expense reports.
- You can post expense reports with business purposes to specific ledger accounts. Use theBusiness Purposedimension on condition rules in theSpendaccount posting rule set.