Setting up Expenses
Depending on how you want expense entry to work in PSA, you may need to carry out the following tasks:
- Configure page layouts to allow multiple expense entry.
- Set expense limits and rates.
Depending on how you want expense entry to work in PSA, you may need to carry out the following tasks:
Related Concepts
Optional Setup Tasks - Professional Services Automation
Quick-Start Guide - Professional Services Automation
Related Tasks
Configuring Project Edit Locking - Professional Services Automation
Adding Custom Translations - Professional Services Automation
Setting up Workflow and Approval Processes - Professional Services Automation
Setting up Work Queue Manager - Professional Services Automation
Setting up Categories, Skills, and Certifications - Professional Services Automation
Setting up Rate Cards - Professional Services Automation
Setting up Forecasting - Professional Services Automation
Setting up Expense Limits and Rates - Professional Services Automation
Setting the Default Expense Type - Professional Services Automation
Setting up Expense Report Web Pages - Professional Services Automation
Setting up Exchange Rates - Professional Services Automation
Reference
Expense Limits and Rates Fields - Professional Services Automation