The template will not appear on the list of values during expense report entry after the inactive date.Ģ. In the Expense Report Templates window, query the template you want to deactivate.Įnter an inactive date. An expense report is a document that itemizes expenses from an individual or a company. Deactivating Expense Report Templates To deactivate an expense report template:ġ.

See: Self-Service Interface Attributes.Ĥ. If you are defining a Web Employees template or if you have enabled the Viewable From All Templates check box, select the item and enter additional information in the Self-Service Interface Attributes. The item will appear on all Web Employees templates even if the template you are defining is not a Web Expense Template.ģ. If you use Oracle Web Employees and you want the item to appear for every Web Employees Template, select the Viewable From All Templates check box. If you want to include this template on the list of values for Oracle Web Employees, check the Enabled for Self-Service Users check box.Ģ.Ğnter information for each expense item you want to have on the list of values when you enter an expense report with this template. You choose this template name when you enter an expense report. In the Expense Report Templates window, enter a Template Name and Description. It involves keeping track of all expenses, such as travel expenses, office supplies, meals, and other expenses related to business operations, and then submitting a report to the appropriate party for. ĭefine your tax names if you associate tax names with your expense report items. Expense reporting is the process of documenting and submitting expenses incurred by an individual or an organization during business operations. If you have installed Oracle Web Employees, you can use this window to define expense templates and expense items that your employees can use to enter their own expense reports using a standard web browser.ĭefining Expense Report Templates Prerequisites:ĭefine your chart of accounts.

However, you do not need to define a mileage expense item because your salespeople have car allowances. On that template, define expense items that are reimbursable, such as meals, airfare, and hotel. For example, define a Salesperson template to use when you enter expense reports for your salespeople. You define expense report templates for types of expense reports you use in your company. During Invoice Import, Payables uses the expense item information to create invoice distributions. You can define default values for expense items, and you can then choose those items from a list of values when you enter expense reports. Use this window to define templates based on the expense report forms you regularly use in your company. Expense Report Templates (Oracle Payables Help)

Expense reports template