You can manually assign expense types to vendors on the Manage Default Expense Type page. You can also assign expense types using the vendor import file in the Default Expense Type Name column.
Discovering Company Administration
Managing the Processor Queues
- Creating a Purchase Request Processor Query20 min
- Maintaining Purchase Request Processor Preferences15 min
- Locating and Processing Purchase Requests5 min
- Creating a Purchase Order Processor Query20 min
- Maintaining Purchase Order Query Preferences15 min
- Locating and Transmitting Purchase Orders10 min
- Creating an Invoice Processor Query20 min
- Maintaining Invoice Processor Preferences15 min
- Locating and Processing Invoices10 min
- Quiz
Maintaining the AP Dashboard
- Managing the AP User Dashboard30 min
- Importing Vendors25 min
- Managing Approved and Unapproved Vendors25 min
- Importing Vendor Access Mapping15 min
- Managing Default Expense Types20 min
- Maintaining Invoice Capture Batch Lists20 min
- Verifying Client Managed Captures15 min
- Maintaining Invoice Payments30 min
- Configuring Invoice Reimbursements40 min
- Quiz
Introducing Company Tools
Maintaining Expense Types and Account Codes
Creating Audit Rules
Customizing Capture Processing
Maintaining Delegate Configuration
Configuring Email Reminders
Configuring List Management
Maintaining Workflows
- Configuring Email Notifications15 min
- Managing Confirmation Agreements15 min
- Maintaining Invoice Authorized Approvers15 min
- Maintaining Purchase Request Authorized Approvers15 min
- Maintaining Invoice Cost Object Approvers15 min
- Maintaining Purchase Request Cost Object Approvers15 min
- Creating and Maintaining Invoice Reason Codes and Categories15 min
- Creating and Maintaining Purchase Request Reason Code and Categories15 min
- Quiz
Maintaining Routing Configuration
Configuring Purchase Order
Introducing Shared Administrative Settings
Maintaining Purchase Request and Invoice Specific Settings
Creating Test Users
Maintaining Cognos Settings
Discovering Company Administration
Managing the Processor Queues
- Creating a Purchase Request Processor Query20 min
- Maintaining Purchase Request Processor Preferences15 min
- Locating and Processing Purchase Requests5 min
- Creating a Purchase Order Processor Query20 min
- Maintaining Purchase Order Query Preferences15 min
- Locating and Transmitting Purchase Orders10 min
- Creating an Invoice Processor Query20 min
- Maintaining Invoice Processor Preferences15 min
- Locating and Processing Invoices10 min
- Quiz
Maintaining the AP Dashboard
- Managing the AP User Dashboard30 min
- Importing Vendors25 min
- Managing Approved and Unapproved Vendors25 min
- Importing Vendor Access Mapping15 min
- Managing Default Expense Types20 min
- Maintaining Invoice Capture Batch Lists20 min
- Verifying Client Managed Captures15 min
- Maintaining Invoice Payments30 min
- Configuring Invoice Reimbursements40 min
- Quiz
Introducing Company Tools
Maintaining Expense Types and Account Codes
Creating Audit Rules
Customizing Capture Processing
Maintaining Delegate Configuration
Configuring Email Reminders
Configuring List Management
Maintaining Workflows
- Configuring Email Notifications15 min
- Managing Confirmation Agreements15 min
- Maintaining Invoice Authorized Approvers15 min
- Maintaining Purchase Request Authorized Approvers15 min
- Maintaining Invoice Cost Object Approvers15 min
- Maintaining Purchase Request Cost Object Approvers15 min
- Creating and Maintaining Invoice Reason Codes and Categories15 min
- Creating and Maintaining Purchase Request Reason Code and Categories15 min
- Quiz
Maintaining Routing Configuration
Configuring Purchase Order
Introducing Shared Administrative Settings
Maintaining Purchase Request and Invoice Specific Settings
Creating Test Users
Maintaining Cognos Settings
Managing Default Expense Types
Objective
After completing this lesson, you will be able to manage default expense types assigned to vendors.
Default Vendor Expense Types Overview
Assign Default Expense Types to Vendors Manually
To manually assign a default expense type to a vendor:
Steps
In Vendor Manager on the Manage Default Expense Type tab, select the vendor and then select Assign Default Expense Type.
Search for and select the required expense type, and then select Assign.
Assign Default Expense Types to Vendors by Import
To map a default expense type to a vendor by import:
Steps
In the appropriate vendor record in the Vendor Import file, add the expense type name to the Default Expense Type Name column.
Save and upload the import file in Import Vendors.
