Key Setup steps to get iExpense up and running
- License
- AP already up
- Default Exp Template iExpense enabled and set in Payable Options
- Employee
- In iExpense, enable the OU Context that will use it
- Set Accounting for ledgers and which segments are visible/up-dateable
- Setup any Policies i.e. Per Diem, Mileage
- Define Locations
- Setup Audit Rule Sets and assignments
- Set the default Location for reimbursement i.e. home, office
- Set the MO: profile for OU for the iExpense Responsibility
- Set the HR:%SEC% profile for the Resp Internet Expenses Setup and Administration
- If errors on main iExpense page make sure the OIE DFFs are compiled.
