Setting up Expense Report Web Pages

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

  1. Select the resourceA 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 groupA collection of configuration options contained in the configuration groups tab that defines behaviour of a FinancialForce PSA object or feature..

Concept Information

Expense Limits and Rates

Setting up Expenses

Reference Materials

Expense Limits and Rates Fields

Expense Report Settings

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