Session Video - Expense Item Configuration and Employee Submission Flow

The agenda for this session included:

  • Creating custom expense items with required and optional fields
  • Assigning spend categories and expense item groups
  • Defining amount types and default currencies
  • Submitting expense reports using new expense items
  • Entering quantities, unit amounts, and memos
  • Reviewing approval status during submission
  • Completing the expense report lifecycle

Complete and Continue