Entering Expense Reports in Transaction Line Distribution
The SuiteApp also provides you the option to enter expense reports by applying a distribution template.
Users assigned to the Custom CFO and Custom A/P Clerk roles can apply distribution templates to expense reports.
To enter expense reports in Transaction Line Distribution SuiteApp:
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Go to Payroll and HR > Expense Reports > Enter Expense Reports.
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Enter the required values in the Primary Information section when entering an expense report.
For more information, see step 4 to step 11 of the help topic Entering an Expense Report with a Role other than Employee Center.
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In the Classification section, from the Distribution Default Template list, select a distribution template to be applied to the expense report.
The following fields will be populated based on the selected distribution template:
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Dist. Type
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Dist. Rate Type
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To disable the line level distribution template or quick rule and have all transaction lines be based on the default distribution template, check the Disable Line Dist. Rule box.
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Click the Expenses and Items subtab.
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On the Expenses subtab:
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From the Account list, select an account.
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In the Amount field, enter an amount.
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Optional) To create a line-level distribution rule for this expense, select a line and click Enter Quick Distribution. For further instructions, see section Applying Quick Distribution Rule.
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(Optional) To exclude a line from getting distributed, check the Line Dist. Exclude box.
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For each expense you want to add, repeat the steps 6(a) to 6(d).
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Click Save.
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To see the summary of the expense report’s distribution according to the selected distribution template, click the Distribution List subtab.
Related Topics
- Entering Transactions in Transaction Line Distribution
- Entering Vendor Bills in Transaction Line Distribution
- Entering Vendor Credits in Transaction Line Distribution
- Entering Purchase Orders in Transaction Line Distribution
- Entering Checks in Transaction Line Distribution
- Entering Credit Card Charges in Transaction Line Distribution