Define Expense Report Templates

Define Expense Report templates based on the expense report forms you regularly use in your company. 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. During Invoice Import, Payables uses the expense item information to create invoice distributions.

You define expense report templates for types of expense reports you use in your company. For example, define a Salesperson template to use when you enter expense reports for your salespeople. On that template, define expense items that are reimbursable, such as meals, airfare, and hotel. However, you do not need to define a mileage expense item because your salespeople have car allowances.

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.

Defining Expense Report Templates

Prerequisites:

• Define your chart of accounts. 
• Define your tax names if you associate tax names with your expense report items. 

Steps

1. In the Expense Report Templates window, enter a Template Name and Description. You choose this template name when you enter an expense report. 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.

2. Enter information for each expense item you want to have on the list of values when you enter an expense report with this template. 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. The item will appear on all Web Employees templates even if the template you are defining is not a Web Expense Template.

3. 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. 

4. Save your work.

Deactivating Expense Report Templates

1. In the Expense Report Templates window, query the template you want to deactivate.

2. Enter an inactive date. The template will not appear on the list of values during expense report entry after the inactive date.

2. Save your work.