Setting up Expense Report Web Pages
To allow resources to enter an expense report A mechanism for charging expenses incurred to a project or an assignment. from a web page, without logging into Salesforce.com:
- Select the resource A contact that works on a project. that you want to enable the feature for on the Contact tab.
- Click Edit.
- Select the license type that you want to designate and click ► to move it from the Available list to the Chosen list
- Enter an email address for the resource in the Email field
- Click Save.
The resource receives an email with instructions to create a PIN and log in to the expense entry page where they can enter and view expenses.
- To configure the Expense Submit and Expense List View Salesforce pages that users see, change the options in the Feature Users configuration group A collection of configuration options contained in the configuration groups tab that defines behavior of a PSA object or feature..