Expense Type Configurations Editor

Owned by Thomas Sherman (Deactivated)
Last updated: Mar 01, 2017
2 min read

An expense type configuration is used to group like expenses together. The group is then assigned to a project. When expense reports are submitted against that project, only allowed expenses are permitted.

Configurations only apply to expense reports created in Projector Web. They do not apply to vendor invoices, soft cost documents, subcontractor invoices, or expense reports created in management portal.

The expense type configurations editor is reached from Administration Tab | Job Accounting | Expense Type Configurations

 

Permissions and Settings

Editing Expense Type Configurations requires the global permission System Settings set to Update.

Configurations only apply to expense reports created in Projector Web. They do not apply to vendor invoices, soft cost documents, subcontractor invoices, or expense reports created in management portal.

Apply a Configuration from the Project Info Tab.

If a resource submits an expense against an invalid type, it will be automatically rejected and they will be prompted to choose a different expense type.

Once a cost card is approved, if the expense type is subsequently made invalid, the cost card remains unchanged.

Administrators can bypass these limitations. For example, they can use pre-invoicing adjustments and invoice adjustments to reassign a cost card to an invalid expense type. 

 

Manage Expense Type Configurations

The main screen shows all active Expense Type Configurations in your installation. Tick the inactive checkbox to show all.

Create

Click Create New Expense Type Configuration

Edit

Double click on any configuration. Then see the Editor section of this help page.

Delete

Right click on any configuration and choose Delete Expense Type Configuration. If there are any configurations currently assigned to a project, you cannot delete it. You can remove it from all projects and delete, or inactivate it instead. 

Inactivate

Edit the configuration and tick the inactive checkbox. If you want to reactivate a configuration, then tick the Show Inactive checkbox on this tab, edit, and untick the checkbox.

 

Expense Type Configuration Editor

The editor is fairly simple. First, enter a name. Second, tick the checkbox for each allowed expense type.