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Administrator Guide
Last Updated: 2025-10-31
Steps: Set Up Expenses

Steps: Set Up Expenses

You must have the expenses.read or expenses.owned.read permissions. For vendor and contractor roles, they should have the expenses.read permission.
You can set up expenses to manage employee expense reporting, reimbursement, and related processes efficiently. Setting up expenses reduces your workload, and allocating funds to the correct areas for later identification by invoicing.
    • Select the
      Expenses & Adjustments
       approval type.
    • By default, the approval routes to the resource manager that’s assigned to the work order that’s associated with the expense report. You can create approval workflows to change who the approvers are.
    • Security: expenses.approve, and expenses.approvers.edit
    You can review and approve expenses on the
    Approvals
     page. Navigate to
    More
    Approvals
     and select the
    Expenses & Adjustments
     approval type.