Lab: build an expense policy

Forty-five minutes, and it ends in Payables. Six deliverables: an expense template with at least six expense types and accounts assigned; a mileage policy with a tiered rate schedule; an accommodation policy with at least two city rates; two-tier approval and one audit selection rule; a submitted report containing a policy violation, approved and audited; and evidence — the resulting Payables invoice and its accounting. Four acceptance criteria: the violation triggers the configured behaviour; mileage calculates correctly against the tier; the report exports to Payables and creates an invoice; and the journal shows the expense accounts from the template. That last criterion is the one that closes the loop. The template is the accounting design, and until you have seen it on a journal you have only configured a form.

In this module: Module 10 · Expenses

1. 1How expenses actually flow
2. 2Templates and expense types
3. 3Policies and rate schedules
4. 4Approval and audit
5. 5Corporate cards
6. 6End to end and what breaks
7. 7Lab: build an expense policy