Expense Configuration

Overview

Typically when using the Expense management features of MyPay, no additional configuration is required. However, the standard configuration can be overridden and similarly to Time Configurations, these Expense Configurations can be applied to at the Subsidiary or Employee level.

New Expense Configuration

To create a new Expense Configuration, follow these steps:

1. I. Log into MyPay using ADMIN user (see the Administration menu across the menu bar)
2. II. As an ADMIN on the main menu bar, choose: Administration
3. III. On the left menu bar, choose: Expenses → Configuration and click Create
   1. Name: Configuration Description
   2. Default Tax Code: Select the default tax code for Expenses (can be changed during receipt management)
   3. Notifications: check/uncheck to suppress notifications
   4. Support Corporate Credit Cards: check if using Corporate Credit Cards in NetSuite
   5. Active: uncheck to make inactivate
   6. Related Record mandatory: check/uncheck to make Related records mandatory
   7. Tax Code mandatory: check/uncheck to make Tax Code mandatory