Setting up Multiple Expense Entry

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.

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 project A collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets. and/or assignment Connection between a resource and a project. 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.