Setting Up the Expenses

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The management and administration of an organization's expenses is vital to keep track of its gains and losses. An integral part of managing expenses is the management of expense reports. The Tenrox expense module supports an automated expense tracking and reporting feature that provides  supervision over the direct and indirect costs associated with the expense types. With the Tenrox expense module, users manage the expense reports, as well as address the issues related to the submission, approval and reimbursement of expenses.  


The automated expense tracking and reporting feature allows organizational expense policies and security considerations to be integrated into the submission and approval process. The employees using the expense reporting feature are assigned access rights based on their security profiles; for example, standard users submit expense reports, while managers approve their subordinates’ expenses.


As with different security roles and scopes of responsibility, there are different types of items to purchase and reasons for claiming expenses; for example, a salesperson may have more travel expense items to claim, while purchasing managers may need to claim office expense items. To accommodate the different types of expenses, the Tenrox expense module includes expense items that classify general categories of objects against that users can claim as expenses.


The following image map displays the phases for setting up the expenses. Click a phase to display its corresponding  page.

Note:  Managers can also specify that expense reports contain entries for a single project; for example, expenses for two projects would require uses to complete two expense reports.


See Also:

        Expense Setup: Creating a New Expense Item

        Expense Setup: Creating Amount and Date Limits For Expense Items

        Expense Setup: Setting Up Accounts and Integration Codes For Expense Items

        Expense Setup: Associating User-Defined Fields to Expense Items

        Expense Setup: Allowing for User Override of Site Currency Exchange Rate

        Expense Setup: Expense Workflow Setup

        Expense Setup: Options For Expense Workflow

        Expense Setup: Expense Defaults and Payment Methods Setup

        Expense Setup: Expense Roles Setup

        Expense Setup: Payable Batches Setup

        Expense Setup: Generating Payable Batches

        Expense Setup: Posting a Payable Batch

        Expense Setup: Payable Expenses in Payable Batch

        Expense Setup: Acting on Expense Report States

        Expense Setup: Selecting an Action for an Expense Report

        Expense Setup: Recalling an Expense Report

        Expense Setup: Expense Report Template

        Expense Setup: Specifying the Upload Location for the AMEX Transactions

        Expense Setup: Importing VISA and AMEX Transactions Manually

        Expense Setup: Importing AMEX Daily Transactions Using Automation Options

        Expense Setup: Viewing Processed Files and Transaction Exceptions

        Expense Setup: Single Project Expense Report

        Expense Setup: Expense Task Work Type Filter

        Expense Setup: Displaying the Expense Limits  

        Expense Setup: Defining the Expense Limits

        Expense Setup: Defining the Users, Groups or Resource Types for the Expense Limits

        Expense Setup: Defining the Limits of Expense Items Associated with Specific Projects

        Expense Setup: Filtering Expense Reports in the My Expense Reports List

        Expense Setup: Flagging Entries that are Missing Required Fields

        Expense Setup: Resubmitting Rejected Expense Reports

        Expense Setup: Filtering Tasks in the Expense Entry Task List

        Expense Setup: Creating Expense Reports

        Expense Setup: Printing Expense Reports