Step 3b: General ledger accounts for expenses

Please note: First, make sure that all master data has been retrieved from your accounting software. As an administrator, you can verify this by checking if all the master data from your financial package is visible.


If you are unsure, it is advisable to wait for approximately half an hour after linking your financial package.

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For users, it can be inconvenient if all the general ledger accounts from your accounting software are visible when creating an expense claim. Therefore, only select the relevant general ledger accounts applicable to the claimants.


In the dimension configuration, you specify which general ledger accounts to use for expense claim processing. Follow these steps:

  1. Click on "Administrator." from the User Home
  2. Navigate to "Expense Configuration" in the left sidebar and then click on "Expense Dimension Configuration."
  3. You will see an overview of all expense categories. Check the boxes for the expense categories applicable to your employees. You can set this up per administration by switching administrations in the top-right corner.


    In the example above, employees can only declare expenses for "Geschenkregeling", "Kantoorkosten" and "Brandstof".
  4. Once you have correctly checked the boxes, click on "Save," and the changes will be applied immediately.


Proceed to the next step.