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Dear Experts,
Can anyone explain the different between Project expense policies (path: Project management and accounting > Setup > Policies > Project expense policies) and Expense report policy (Path: Expense management > Setup > Policies > Expense report)?
Thank in advance,
Thu,
Hi Thu,
You can set up Project Expense policies per customer or Project or Project Contract as well as for the entire company. It will basically allow the Project manager to control the budgeted expense on Project or Customer. (Always Category-specific) This is specific control.
Expense Report policies will control the entire organization. It's general control of the company.
I hope this will help.
Thanks,
Hi CA Gaurangkumar Jani,
Thank for your reply.
During my testing i found that, if i setup Project Expense policies and Expense report with the same Expense category, system only evaluates Project expense policies. So i assume that Project expense policies will override Expense report policy?
Best regards,
Thu.
Hello ThuNgo,
I have found a very good explanation for you here:
https://easyaxapta.blogspot.com/2020/06/project-expense-management-in-microsoft.html
Using project expense policies, you can create permissions or restrictions for the types and amounts of expenses that workers can submit through an expense report. You can decide to warn workers that an expense report exceeds a specific maximum amount but accept the submission. You can also prevent expense reports that exceed a specific amount from being submitted. Expense policies can be very general or very specific. For example, you can have one policy that applies to all workers who are assigned to a particular project contract for the duration of the contract. You could also have a very specific policy that applies to a single worker or a single day in a particular city. Let's talk about the components of an expense report. Before I start talking about the components of a project expense policy, I just want to clarify a couple things. A project expense policy is only applicable to project expenses that are submitted through an expense report. It doesn't work with a project expense journal or the other options to enter project expenses. And the secondary thing is, it's not the same thing as the expense policy functionality that lays in the expense management module. There's something called an expense policy that is very, very similar to this functionality that we're going to be talking about here that is in the expense management module, but just keep in mind they're different pieces of functionality.
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