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Setting up Multiple Expense Entry

If you are an administrator and want PSA users to be able to enter several expenses on a single page:

  1. Add the Multiple Expense Entry UI button to the Expenses related list in the projectA collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets. and/or assignmentConnection between a resource and a project. page layouts.
    Note: Note
    Do not add the button to the Expense Reports related list.
  2. Ensure that the PSA Links are available on the home page layouts for your users.

Related Concepts

Setting up the Application

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