Setting up Expenses

Depending on how you want expense entry to work in PSA, you may need to carry out the following tasks:

Configure page layouts to allow multiple expense entry.
Set expense limits and rates.

Concepts

Optional Setup Tasks

Quick-Start Guide

Tasks

Configuring Project Edit Locking

Adding Custom Translations

Setting up Workflow and Approval Processes

Setting up Work Queue Manager

Setting up Categories, Skills, and Certifications

Setting up Rate Cards

Setting up Forecasting

Setting up Expense Limits and Rates

Setting the Default Expense Type

Setting up Expense Report Web Pages

Setting up Exchange Rates

Reference

Expense Limits and Rates Fields

Expense Settings