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Expense Sheets

How do we enable expense sheets? Is it still possible?

Kiara Ochoa Answered

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Absolutely. First you need to make sure financials is enabled in System Settings (setting 9.2), then you just need to add "Expenses" to the navigation panel from the Profiles section. The expense workflow can be complex so I would recommend working with your Professional Services Consultant or CSM to make sure this module is configured to suit your needs.

Josh Santos 0 votes
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Hi Josh, 

I have setting 9.2 on and it's not showing as an option to add to the navigation bar. Is there any reason for this not to show in the list?

 



Kiara Ochoa 0 votes
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Hmm, we would have to look into your account. Are you looking at the master profile? Can you open a support ticket?  

Josh Santos 0 votes
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