From the CSM Settings Expense Codes page, you can unauthorize or authorize Expense Codes for future vendors. In addition, you can apply the list of authorized CSM Settings Expense Codes globally across all vendors (avoiding repetitious authorization of Expense Codes per vendor account).
Expense Codes Page
Note: If you checked the Automatically authorize new codes box on the CSM Settings General page, all new Task or Fee Codes, Expense Codes, Activity Codes, and Non-US Tax Codes will be automatically authorized.
1.You may specify a expense code to be used whenever an non-itemized invoice is submitted, containing a line item with a Total Expenses amount. Choose that expense code from the drop-down labeled Selected option for Total Expenses. 2.To save changes, click Save, or to cancel changes, click Cancel. |
1.From CSM Settings, click the Expense Codes link from the left pane. The Expense Codes page opens. 2.Authorize a code by selecting the corresponding check box. 3.Unauthorize a code by selecting the corresponding check box. 4.To apply all authorized and unauthorized Expense Codes from this page to all Vendors, click Apply to All Vendors. 5.From the confirmation dialog, click OK. 6.To save changes, click Save, or to cancel changes, click Cancel. Note: You can authorize Expense Codes at the vendor account level if a vendor should have unique access or restriction for certain Expense Codes. See Vendor Billing Codes and Tax Codes for more information.
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