List Expense Based Expense Rules

In the List Expense Based Expense Rule panel, you can view a list of expense based expense rule criteria. You can also view historical information for expense based expense rules.

To view a list of expense based expense rules:

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

  2. In the Query History list, indicate whether you want to view historical information for expense based expense rules.
    Options Include: 
    - Yes. Display historical information for rules, such as the fee history event type and the update date.
    - No. Default. Do not display historical information for rules.

  3. If you want to view results for a single rule, select the rule name from the Expense Based Expense Rule Name field lookup.
    Otherwise, leave the fields blank to view all expense based expense rules.

  4. Click Submit.
    You see a list of expense based expense rules that met your criteria in the Show All tab.