Expense Reporting Options

The options in this section include:

• Require Vendor - This field is used to indicate if a Vendor is required when users charge expenses to a particular expense type.

Note, this setting is not applicable when dealing with Advance or Cash-Return expense types.

• Require Receipt - This field is used to indicate if a receipt is required when users charge expenses to a particular expense type.  When an expense type is configured to require receipt, user's entering an expense line item will be required to either check the "Receipt Provided" check box or supply a response in the "If not provided, why?" field on the expense wizard.
   

Note, this setting is not applicable when entering an expense request or when dealing with Advance or Cash-Return expense types.

• Show Description - This field is enforced in the wizard and is used to display the expense type description in the upper portion of the expense wizard.  This may be useful for displaying a policy specific to a particular expense type.
    
• Allow on Request - This field is used to determine if a particular expense type will show up in the expense type drop down list when creating and Expense Request.   Regardless of this setting, the expense type will appear in the drop down list when creating an Expense Report.

Checking Require Receipt or Require Vendor will trigger the system to always show an expense wizard, even on expense types that are not associated with a built-in wizard type.   When no built-in wizard is associated, and either of these fields is checked, then a generic wizard will be displayed whenever clicking on the Amount field such that the user can supply values related to these fields.