Set up General Features for Expenses
- 2 min.
Before diving into the different expense types, you should go to Expense Management Setup and open the Expense FastTab
Below are brief explanations of the three main area's under expense that you can enable.
Auto Submit for approval: When this option is enabled, the system automatically submits an expense for approval as soon as the user has entered all the required information.
Post in Expense Currency: This setting specifies that expenses should be posted in the currency in which they were incurred (instead of converting them to the company’s local currency)
Enable Amount Distribution: Specifies whether automatic allocation of expenses based on distribution codes is allowed. The distribution codes are specified on the expense type.
For example, automatic split of expense when posting on different G/L accounts: When the expense user submits an expense with the Expense Type setting for Distribution Code, the expense will automatically be split into two lines, 70% and 30%, in Business Central for correct posting.
Note
When you navigate out of the Expense Management Setup page, Expense Management will automatically start to update the new configuration in the Expense Portal and the Expense Mobile App.