Create an Expense Based Expense Rule

Owned by Nancy Cohn (Deactivated)
Last updated: Mar 08, 2024
2 min read

In the Create Expense Based Expense Rule panel, you can create a new expense based expense rule or update an existing expense based expense rule with additional rule criteria.

To create a new expense based expense rule: 

  1. In Accounting Center, in the left navigation pane, click Setup > Expense > Expense Based Expense > Create Expense Based Expense Rule.
    You see the Create Expense Based Expense Rule panel.

  2. In the Add or Update Expense Based Expense Rule list, click Add to create a new rule and enter related rule criteria.
    Otherwise, you can select Update if you want to enter additional rule criteria for an existing rule.

  3. In the Expense Based Expense Rule Name field, enter the name of the rule.

  4. In the From General Ledger Account and To General Ledger Account fields, select the beginning and ending general ledger account numbers to use for the rule. 
    When you specify a range of ledger accounts for an expense based expense rule, you can choose a range of accounts from the income statement. That is, the accounts start with 5.

  5. If you want to define multiple rule criteria, use the pane at the bottom of the panel, as follows: 
    - Click the grid at the bottom of the panel. 
    - Right-click and select Add Rows. 
    - Enter the number of rows you want to add in the Enter Rows Count dialog box and click OK. You need to add a row for each additional rule criteria you want to associate with the rule. 
    - Complete the options on each row you added.

  6. Click Submit.

After you create an expense based expense rule, you can assign that rule to a expense based expense accrual. 

Expense Based Expense Rule Example

An example of the Create Expense Based Expense Rule panel follows.

The first row in the rule includes all the ledger entries within a range of ledger accounts. After you add an additional row for the rule to the grid at the bottom of the panel, you can define additional rule criteria. The second row in the rule includes all ledger entries within another range of ledger accounts. 

Create Expense Based Expense Rule panel

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