Configure Expense & Adjustment Settings

You must have the expenses.read or expenses.owned.read permission. For vendor and contractor roles, they should have the expenses.read permission.

To configure expense reports, you must have the expenses.settings.create, expenses.settings.delete, expenses.settings.read, and expenses.settings.update permission.

From the header, select

Company Settings

Under

Accounting

, select

Expenses & Adjustments

Select the

Configuration

tab.

Under the

Expense Form

heading, complete the fields.

Field	Description
Charge Codes Splitting	Select to enable users to split an expense across multiple charge codes, applying a percentage to each.
Restricted Charge Codes	Select to restrict charge codes to those on the work order.
Time Limit (in days)	The number of days that users can submit expenses within. Entering 0 indicates there is no limit.
Vendor Late Submission	Select whether or not you want to allow, deny, or warn a vendor when they submit an expense outside of the time limit.
Alert on Duplicate Entries	Select to display an alert when a duplicate expense entry by date and type is entered.
Edit Report Project	Select to enable expense projects to be modified.
Hide Receipt Override	Select to hide the Receipt Unavailable checkbox on expense entries.
Expense Item Approvals	Select to enable approvers to approve or reject expense items individually on the report. Rejected items do not invoice.
Allow Bulk Uploads	Select to enable privileged users to bulk upload expenses in a submitted status. Example: You want to load historical expenses.
Vendor Bulk Uploads	Select to enable vendors to bulk upload expenses in a submitted status.
Approver Cannot Modify Summary	Select to limit what expense approvers can modify. When selected, expense approvers can only modify cost allocation codes, custom fields, comments, and attachments.
Program Team Adjustment Tolerance in Days	Specify the number of days the program team can modify expenses and adjustments. If there’s no limit, leave the field blank.
Contractor Adjustment Tolerance in Days	Specify the number of days contractors can modify expenses and adjustments. If there’s no limit, leave the field blank.
Vendor Adjustment Tolerance in Days	Specify the number of days vendors can modify expenses and adjustments. If there’s no limit, leave the field blank.
Global Lock Date	Enter the furthest back date which users can select when adding an expense or miscellaneous adjustment. If there’s no limit, leave the field blank.

Under the

Access and Approval

heading, complete the fields.

Field	Description
Approver Strategy	Specify whether approvers on work sites are included in the list of expense approvers. Defaults to Work Order , which means that VNDLY adds Expense Approvers into the approval chain based on the Work Order. If you select Work Site , VNDLY adds Expense Approvers into the approval chan based on the Location associated with the expense report.
Site Override Notification	Displays when you select Work Site in the approver strategy. Enter the email address to notify when the selected expense Work Site doesn’t match the Work Order Work Site.
Expense Report Visibility	Specify whether users with expense viewer permission are able to view all expense reports or if they can only expenses they’re approvers on.
Allow Bulk Approvals	When enabled, approvals can be done en masse.
Rate Assignment Overrides	Displays when you select Work Site in the approver strategy. Assign fixed rates for Work Site. Set rates for selected Expense Types by Rate Assignment type in the Rate Assignments tab.

Click

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