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·      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.

STATUS DETAILS
New