Distributing Expense Roles Automatically
Hello,
We are interested in leveraging the Expense Role functionality, specifically the Expense Role - Expense Type subset of the expense roles. We would like to restrict the expense types users can use based on the expense role which we are able to accomplish with this functionality. When setting this up in our demo environment it appears the only way to define the expense role of an employee is through their Expense Profile (Main Menu > Travel and Expenses > Manage Employee Information > Update Profile) on the Organizational Data tab. We have over 1,000 employees so going in and manually