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Specify a Location on Expense Claim Items

You can record the country that your expenses were incurred in. This is frequently used by agencies that need to reclaim the VAT from expenses incurred in countries that refund VAT taxes.

Define Custom Data Type

1. Navigate to Set Up Files > Custom Data

2. Click New Custom Data button.

3. Select Expense Location by Entity or Expense Location by Office from the Data Type field.

4. Enter the location, i.e., country in the Text field. In our example below, France is one of the valid locations a user can link their expense claim to.

5. 5. Link the entity or office in the Entity or Office fields. In our example above, we chose the Expense Location by Office option in the Data Type field. Therefore, we must specify an office for this France to be a valid location option.

6. 6. Click Save & Close and repeat the above steps for each country.

Define Expense Claim Options

7. Navigate to Set Up Files > Set Up Options

8. Click on the Expense Management Rules link.

9. Select Expense Claims Must be Assigned to a Location from the Rule Type field.

10. 3. Select an Office from the Office field to assign this rule

Tip: Notes:

1. The Office specified here for this specific rule is the employee office.

2. This rule is only applicable from the My Expenses page.

Record Expense Claims with Locations

11. Navigate to User Profile > My Expenses

12. Click on the New Expense Claim button