Setting up Expense Report Web Pages

Note:

We're retiring the Expense Entry page and it'll be deactivated in a future release, no sooner than Winter 2027. We'll continue to support the Expense Entry page until deactivation, but recommend that you start using the Expense Entry component. Work with your administrator to start using the Expense Entry component.

For more information, see Using the Expense Entry Lightning Component.

To allow resources to enter an expense reportClosed A mechanism for charging expenses incurred to a project or an assignment. from a web page, without logging into Salesforce.com:

  1. Select the resourceClosed A contact that works on a project. that you want to enable the feature for on the Contact tab.
  2. Click Edit.
  3. Select the license type that you want to designate and click ► to move it from the Available list to the Chosen list
  4. Enter an email address for the resource in the Email field

  5. 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.

  6. To configure the Expense Submit and Expense List View Salesforce pages that users see, change the options in the Feature Users configuration groupClosed A collection of configuration options contained in the configuration groups tab that defines behavior of a PSA object or feature..