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Regions​

Regions can be used in Expense Categories as criteria for determining which posting setup is applied to an expense. A region represents a collection of countries and is useful when different posting rules or tax treatments are required for groups of countries rather than individual countries. For example, regions can be used to apply different tax rates or posting setups for expenses incurred in Europe versus North America.

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Create/Manage Regions

  1. From the Travel & Expense Setup – Overview page, select Regions.

  2. Select New to create a new region.

  3. To manage an existing expense category, select the expense category and select Edit from the Manage menu.

  4. Enter values for the following fields:

    • Code:: Enter a short identifer for the region.
    • Description: Enter a description for the region.
    • Add Countries: Select one or more Country Codes to include in the region.

  5. Once created, regions can be assigned to Expense Categories to control which posting setup is applied based on where the expense was incurred.