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Removal of Expense Type

Accepted answer

Requirement to end date/remove an Expense Type from dropdown list within the Create Expense Item screen, in order that it is no longer selectable for users when claiming expenses.

Steps we have carried out:

Setup and Maintenance - Manage Expense Report Templates - select relevant Business Unit

Select relevant Expense Type

Enter an Effective End Date e.g. 01-Apr-2022

Navigate to Expenses area:

Me - Expenses - Create Item - Type: dropdown list

The end dated Expense Type no longer appears

However, if user enters a date prior to the Expense Type end date e.g. 01-Mar-2022, they are able to select the end dated Expense Type.

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