How do I Customize the Expense Report App?

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

• Log in and access the Expense Report App from your universal navigation menu bar.

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

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:

• General

• Collaboration

• Quick Links

• Reports

• Tags

• Email

• Email Templates

• Expense Reports

• Attendee Types

• Categories

• Conversion

• Statuses

• Number Generation

• Accounting Rules

• Expense Reports

• Work Flow

• Approval Flows

• Customize App

• Master Layout

• List Layout

• Views

• Security

• Actions