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Question

Connect expense sheet to a project

  • June 9, 2022
  • 1 reply
  • 319 views

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  • Do Gooder (Partner)

I request help to know what additional configuration is needed to be able to connect an activity or project to an expense sheet.

The expense sheet rule has already been configured for the employee, the employee has been assigned as a resource to the Project and when trying to select it through the list of values it is not displayed.

Can you help me to know what step I am omitting, thanks!

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  • Hero (Partner)
  • June 10, 2022

Hi,

On the project you need to have report codes of type “cost” and in the expense rule you need to match report codes to expense codes. 

Regards,

Karolina


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