Expense Mapping Admin Screen

The Expense Mapping screen allows admins to view how expense types are mapped to cost codes or other properties based on entities (categories). The set-up of these mappings is usually determined during the initial implementation of Chrome River at your company. Depending on your permissions, you may be able to edit the User-Defined Data Fields (UDFs) associated with these entities.

View Expense Types and Entities

1. Click ADMIN SETTINGS > MASTER DATA > EXPENSE MAPPING.

You will see a list of expense types and their associated cost codes.

2. Highlight an expense type and then select the desired entity type from the drop-down list in the upper right. You may begin typing the entity type name to narrow the search results.

3. You will see a list of all entities associated with the chosen entity type.

Edit Entity UDF Data

1. Click the pencil icon to the right of the entity name.

2. Entered the desired UDF data, then click SAVE.