Before setting up an expense code in Core Expense, you need to decide which type of expense code you'd like to create. In Core Expense, you can set up the following three types of expense codes in back office using the steps outlined below
Scalable: You need to set up a rate on the subsistence screen.
Non-Scalable: You need to enter a value for the trip item.
Mileage: This is linked to the mileage rates.
Setup a new expense code
To set up a new expense code in core expense, follow the steps below in back office.
Click CoreExpense then click Reference.
Click Reference D-L then click Expense Codes.
Enter the relevant details depending on the expense code you want to create.
To save this, click the save
icon.
Duplicate an expense code
To duplicate an expense code in Core Expense, follow the steps below in back office. For example, duplicate a non-scalable expense type.
Click CoreExpense then click Reference.
Click Reference D-L then click Expense Codes.
To query an existing expense code similar to the one you need to set up
Click the query
icon.
To duplicate the record, click the add
icon.
Click the duplicate
icon.
Confirm the expense code has a unique description and number.
Enter the relevant details for the expense code then click Next.
To save this, click the save
Note: To report an expense code in revenue, assign it an ERR category by following the steps for expense code parameters for enhanced reporting requirements.