Users can add expenses they are anticipating, which can be picked up in the bill at a later date. To do this please follow the steps below:
Case User while in OneOffice should select User.
Select Anticipated Expense.
Complete the request, and click Save.
Accounts User while in FD can then pick this Anticipated Expense up by going to Nominal Ledger.
Select Admin Tasks. There is a separate tab for Anticipated Expenses on this screen.
Once posted, the Anticipated Expense can be picked up from within a Bill Request by selecting the Select Expense button.
If Anticipated Expense is not visible to users under User dropdown, please enable following the steps below:
A DPS Supervisor will need to enter the DPS SQL Config.
Click Advanced.
Click DPS Settings, from the Advanced navigation pane.
Click in the Section drop-down and select Modules.
Set the value for AnticipatedExpeses to equal 1.
Click Save Settings.