Using the Expense Management integration

You must update the employee information on the Resource page. The Expense Management integration uses information from the Resource page.

  1. Select the employee to update information on the Resource (Administrator > Resources) page.
  2. Click the Expense and Finance tab to update the employee record.
  3. Specify the required information. For example, Is Supplier, Expense by AP Invoice, or the Set of Books.

    The subsequent BODs sent from this employee will include the updated information.

    Note: Ensure these conditions before using the Expense Management integration:
    • BODs are setup in the GHR, Expense Management, and ION application
    • BODs can move from GHR to Expense Management and ION
    • Any existing Expense Management setup for the GHR Expense Management integration