Activating Expense Type

[rnyquist]

We have an expense type that is listed in the Expense Admin > Expense Type, but it is not showing as a selection for employees to add to their expense reports.  I don't see a difference between this type and others like it, so I am unsure how to activate this so employees can use it.  How can I get this to appear as a selection of the expense reports?

[KevinD]

@rnyquist Expense Types are activated by policy, so it is possible it might not be active for the policy assigned to the users. 

Which expense type is it you are having an issue with?

[rnyquist]

It's Expense Type > Charities.  See the screenshot below.

[KevinD]

@rnyquist could you provide me two or three names of employees who are not seeing this expense type, please? It might be better to send their names in a private message. Click my username (KevinD). You'll see a blue Message button.

[Nancyagfa]

If the expense type does not have an account  assigned, it won't work.  There has to be some type of account info for it to be used on a report.

[KevinD]

@Nancyagfa the expense type in question wasn't active for their default policy. 🙂

[Kevpat]

Hi @KevinD - How can I activate an expense type for a specific policy? I have gone to the policy and selected the expense type but get the below message?

Thanks!

[KevinD]

@Kevpat I'll need to know the expense type and policy. Also, could you provide a screenshot of the entire screen you were on when you received this message, please?