Changing which columns display on your expense sheet
Looking for help with this feature in Polaris PSA or Polaris PPM? Check out Changing which columns display on your expense sheet in the Polaris help.
Your administrator sets up the columns available on your expense sheet. Not all the columns enabled by your administrator may be displayed by default in your expense sheet. In such a case, you can add or remove expense columns from an expense sheet.
Even if an expense column is not enabled, then that column is still available for you if you click the Detail button.
You can use that field for entering your expense details.
To change the expense sheet columns displayed:
- Go to My Replicon > Expenses.
- Open an expense sheet from the list displayed.
- Click the Settings button at the bottom of the sheet to open the Expense settings dialog box.
- Select the check box against the column name that you want to enable in the expense sheet.
- Click Save.
When you add or remove columns from an expense sheet and save the expense sheet, the changes will apply to all your expense sheets. These changes are not limited to the expense sheet that you just viewed and edited.
How does the Reimburse column work?
By default, all expenses are marked as reimburseable. If you enable the Reimburse column and an item's Reimburse check box is enabled on an expense sheet, only then will the item be considered reimburseable.