Setting up Multiple Expense Entry

Professional Services Cloud

If you are an administrator and want PSA users to be able to enter several expenses on a single page:

  1. Add the Multiple Expense Entry UI button to the Expenses related list in the projectClosed and/or assignmentClosed page layouts.
    Note:

    Do not add the button to the Expense Reports related list.

  2. Ensure that the PSA Links are available on the home page layouts for your users.