How to Use Expense Category Association

Category Association allows you to associate a GL account with a specific category. This means that when an expense report is submitted to the invoice module, the associated GL account will automatically be coded to the invoice. This can be done in two ways:

• Associating GL accounts to categories
• Associating GL accounts and org units to categories

Associating GL Accounts to Categories

To do this:

1. Select a legal entity.

2. Click on the General Ledger field for the category.

3. Select the associated GL account.

Associating GL Accounts and Org Units to Categories

Associating both GL accounts and org units to categories allows you to have multiple GL accounts associated to a category. To do this:

1. Select a legal entity.

2. Click Add Org Unit Dimension.

3. Select the org unit.

4. Click on the General Ledger field for the category.

5. Select the associated GL account.