Allow Specific Task Types on Expense and Credit Card Claims

Task Type record allows you to define task types for use on expense and credit card claims.

Steps

1. Navigate to the Master Files menu and select the Task Types option.

2. Click on a Task Type from the Task Types Code column or click on the Create a New Task Type button.

3. Check the Use for Supplier Invoices checkbox. The Use for Expenses & Credit Cards checkbox is now enabled.

Note - Once an expense claim or credit card claim is approved, it turns into a supplier invoice. You cannot use a Task Type for expense and credit card claims unless it can be used for supplier invoices as well.

4. The Use for Expenses & Credit Cards checkbox is automatically selected, which means that this Task Type is available for use on expense claims. Uncheck the box if this Task Type will not be used for expenses or credit card transactions.

task type

Note - A task type with this option unchecked will prevent this task type from being available in the following pages:

My Expenses
My Credit Cards
Manage Expense Claims
Manage Credit Cards