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Table of contents

Table of Contents

See also Expenses entry and claims

Setup Expense Codes

Provide the Person with a Credit Card

A user will only have the ability to enter a Credit Card expense if they have a card linked to their person - see Bank Accounts - Creating and Managing Bank Accounts

Expenses Entry

Enter the detailsManaging#AssigningCreditcardsonAccountstopeopleandAssets

Track the expenses by card

Expenses Review (can also enter new expenses here)

View the details - update the notes - create journal if supported.  If the person used their money it will create a creditor invoice journal

Note

Only users with the secure feature Secure Features List and their impactsFeatures#CanJournalSpendmoney can create journals

 

Portal Expenses Entry

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is normal way of creating expenses

see Expenses entry and claims

Note

Users with the Secure Feature Secure Features List and their impactsFeatures#CanJournalSpendmoney will have journals created as they enter them here

 

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