Setup for Expense Categories to always select the Reimbursable Account
KB Article #:
37970
Summary:
Setup for Expense Categories to always select the Reimbursable Account
Description:
Travel Expense Category is added to the Expense Report but the Direct Account defaults in. How can the Travel Expense Category be setup so that it always hits the Reimbursable Account? 
Resolution:
In the Expense Category setup (Configuration > Time & Expense > Expense Category)
  • Check the box for Bill by Default and select the Billable Message to be Error. NOTE: this will set this Expense Category to be billed for all projects.   
  • Or set Bill By Default to Yes in the Project Info Center > Time and Expense tab for a specific project. NOTE: this will set all expense categories for this project to be billed.
NOTE: If the Bill checkbox should be editable in the Expense Report, check the Bill By Default checkbox for the Expense Category and select Warning or None for Billable Message.

 
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