· What is the business impact to the customer?
· Customer while using Expense Report not able to use personal expense category as it is not visible.
· Due to this Expense report is not reflecting accuracy.
Setup:
Navigate to Expense Management > Setup > General > Shared Categories
Click on New the name of the Shared category name it as HQ Personal Costs and setup as shown below
Enable Can be used in Project > Yes
Enable Can be used in Expense > Yes and choose Expense Type as Personal
Go to Expense Management > Setup > General > Expense Category
Click on new and setup as shown in the figure below.
Category Name: HQ Personal Costs
Used in Project > Yes.
Expense Type > Personal
Default Payment Method > Select CompanyCC
Navigate to Expense Management > My Expenses > Expense Report
Click on New
Navigate to Expense Management > My Expenses > Expense Report > Click New
Expense Catogory not able to select HQ Personal Costs
Actual Result:
Expense Category HQ Personal Costs is not available to select.
Expected Result
: Expense Category HQ Personal Costs should be available to select.