Changing expense types

You can change an expense type only if the new expense type is similar to the previous expense type. For example, if the expense type is Mileage, you can only change it to another Mileage, or if the expense type is a Per Diem type, you can only change it to another Per Diem type.

Note: Select the Change expense type option in the Field Attribute Editor.

See the Infor Expense Mangement System Administration Tool User Guide.

  1. Select the Inbox.
  2. Select the Documents for Review tab.
  3. Click the expense item or the icon.
  4. Select an expense item.
  5. Click Change Expense Type in the item detail pane.
  6. Select a different expense type.
    Note: After you change an expense type, the overrides for VAT and GL accounts are reset.
  7. Click Save to save the changes to your expense types.
  8. Click Save to save the expense item.