Expense > Maintenance > Event
Events are codes that can be setup and maintained to provide an additional level of cost tracking and categorization for Travel Request and Expense Report entries within WorkPlace. In addition to providing an additional, user-defined list based on the requirements of the organization, the field can be tailored to organizational terminology by updating the 'Event Label' on the Expense tab in System Settings.
The Event maintenance page allows users with assigned Security access to view, edit and add values to match the specific data entry and reporting needs for the organization. Active Events are available for entry and selection at the line level within the Travel and Expense solution. WorkPlace Expense Events can also provide additional financial coding automation using the available G/L Account Overlay field that will work in conjunction with other account related information selected for Travel and Expense Sheet lines.
Indicates if the Event is active and available for selection on a Travel or Expense line.
Enter a unique value as an Event ID. This is primary identifier that users will be able to view, enter and select for Travel and Expense Sheet lines.
Enter a more detailed description of the selected Event for reference purposes.
This mask field will accept a format such as ”R1853-?????”, when a user selects this Event and saves a Travel Request or Expense Sheet, the values on the line in the ? marks will be retained and the hard values from the Event will be applied to the G/L Account. So if the Expense Line has a G/L Account value of ”Z8888-1234” (by either user entry or defaulting) then the resulting Account code will become ”R1852-1234”. For Travel and Expense transactions, please refer to Expense Sheet GL Account Defaulting/Validation Steps to see when this defaulting occurs among other account level defaulting.