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Project Level - Expense Report Policy

In Web2Expense project level expense policy overides both company level and department expense policies.

A project may need a specific expense policy. Using Web2Expense administration menu you can design a policy that satisfy the needs of your specific project.

Users can create expense request (Travel Approval Request) or an expense report with a project association. In this scenario the project expense policy becomes the user's expense policy.

You should always consult with your tax advisor before applying advanced concepts such as project level expense policy due to Internal Revenue Service restrictions for changing expense policies within the same tax year.

A user associated with a project inherits the default approvers of that project. These approvers can be different than the project manager.

Work Breakdown Structure configuration can be used if a number of projects required to be maintained under one key figure.

As indicated in the diagram the expense request is an optional document in Web2Expense. Companies can configure this option to be mandatory.




 
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