How do I Customize the Expense Report App?

Updated on June 13, 2022 06:03AM by Admin


The Expense Reports app has several configuration settings that allow you to adjust how the app functions. Configuring the app before entering your information is always a good idea. So it’s great you checked here first! To configure your Expense Report.

Steps to Customize the Expense Report

  • Click on the More(...) icon and select the Settings at the app header bar. You can view the group of configuration options drop down.
ER - Settings

A popup will appear with the group of configurations on the left, now we’ll go through each one with their actual values and adjust the actual values on the right:

ER - Settings Page

  • General
  • Email
  • Expense Reports
    • Conversion
  • Accounting Rules
  • Work Flow
  • Customize App
  • Security