Open topic with navigation

Setting up Expense Limits and Rates

To set up an expense limit or rate:

1. Click the Expense Limits / Rates tab.
2. Click New.
3. Select the expense type.
4. If you want to create an expense rate, select the Rate checkbox. If you want to create an expense limit, deselect the Rate checkbox.
5. If you are creating an expense rate, select the unit that you want from the Rate Unit drop-down list.
6. Enter the expense limit or amount for the rate in the Amount field.
7. Select the currency, effective date, and description.
8. In the Applicability section:
   1. Select the resource roles that you want to apply the rate to from the Available list and click the ► button to move them into the Chosen list.
   2. [Optional] Select a Project, Region, Practice or Group to apply the rate or limit to.
   3. [Optional] If you want the expense rate/limit to apply to children of each RPGAbbreviation of region, practice, group., select the Cascading checkbox.
   4. To activate the expense rate/limit, select the Active checkbox. The expense rate or limit is not enforced if not active.
9. Click Save.

© Copyright 2009-2012 FinancialForce.com, inc. All rights reserved.
Various trademarks held by their respective owners.