Expense Management
18 articles
- Setting Up Expense Management Permissions
- Financial Institution Integration Settings
- Setting Up Expense Purposes
- Expense Report Form Settings
- Card Management
- Account Code Management
- Debit and Credit Account Settings
- Setting Up Tax Deduction/Non-Deduction Status
- Journal Entry Export Excel Format Settings
- Setting Up Expense Management AutomationHow to create and manage expense automations in flex: builder walkthrough, condition fields, action types, and 5 example scenarios.
- Viewing Receipt Records
- Writing and Editing Receipt Details
- Reviewing and Confirming Proof of Payment Records
- Expense Report Document Box
- Journal Entry Management
- Running Expense Management AutomationHow each automation action type works in flex expense management: flag for review, required fields, and expense report.