Setting up Expenses

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.

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.