KeyedIn - Expense Type Restrictions

This form has links to sub-forms so that you can set restrictions for the expense type. You can therefore determine the:

•projects where it can be used

•resources who can incur the type of expense.

In each case, existing selections are listed.

If the ‘This Expense Type is available to all …’ entry is checked, the expense type can be used for all projects and by all resources, and individual ones are not listed. If you uncheck the box and nothing is listed, the expense type will only have access to those entries specifically assigned through Administration processing.

NOTE:
The ability to change the ‘available to all’ setting may be prevented through your login profile. If so, individual selections will apply.

Click the Copy From button to copy settings from a selected expense type or Add to select appropriate records. These are then listed.

Click the Remove button, after checking one or more listed entries, to delete them and prevent access to the expense type.