Creating a document header for an expense report

You can create a document header. Click Create a New on the Infor Expense Management home page and select Expense Report.

  1. Specify the Document Title.
  2. Select the Purpose for the expense report. Click the Add option to add a new purpose.
  3. Click Save.
    Note: You can use the Draft Expense functionality to create a quick expense report by specifying the basic expense information such as the expense type, the date of the expense, the expense amount, the merchant(vendor) name, the location and additional information of the expense, if required.

    The Draft Expense functionality is available only if the value of the er.draftExpenseEnabled application parameter is set to True.