The articles linked from this page will help guide you to create a New Expense Item, adding Amount and Date Limits, setting up Accounts and Integration Codes and associating User-Defined Fields.
Furthermore, Expense Item(s) can be associated to Site(s), allowing users to only be able to select the Expense Item(s) that are associated with their Site when creating an expense Report. The precedence for the Expense Item(s) (highest to lowest) is as follows:
- Task Budget Restriction: Project edit > Planners > Budget > Project > Task or Setup > Work > Tasks > Task Edit > Budget
- Project Budget Restriction: Project edit > Planners > Budget > Project
- Site Restriction: Setup > Organization > Sites
You can add new Expense Item(s) at any time into PSA. Once added, they are ready for use immediately for all Users in their Expense Reports.
For further details refer to: