Add an expense report purpose

You can add an expense report purpose.

  1. Select Manage > Corporate Data.
  2. Select Purpose (ER) in the Data Type field.
  3. Specify Customer Advocacy in the Name. field.
  4. Click the Membership tab.
  5. Click Add Data Group. The Select Groups of Type Data screen is displayed.
  6. Click Find.
  7. Select Customer Data.
  8. Click Pick Selected.
  9. Click Add to add an expense report purpose and save the data.