Adding an ER purpose

You can use the ER Purpose (alco_purpose) table to specify a value for displaying the lists of purposes on the General or Overview tab of the Expense Reports.

  1. Select Manage > Corporate Data.
  2. Select Purpose (ER) in the Data Type field.
  3. Specify this information:
    The name of the expense report document-level purpose.
    The status of the expense report purpose. The status can be Active or Inactive.
  4. Click Add Expense Type. The Add Expense Type screen is displayed.
  5. Specify the criteria to sort the required information or do not specify any value and click Find.
  6. Select one or more expense types for this document level purpose.
  7. Click Pick Selected.
    Note: You can click Pick All to select multiple expense types.
  8. Click the Membership tab, if required, and add the data groups. See, Adding or removing data groups from a corporate date type.
  9. Specify an external key, if required. See, Creating an external key.
  10. Click Add to save the data.