Creating Participant Types
To create a participant type:
1. Select the Admin tab then select the
Expense Setup option from the left-hand side of the page;
2. From the Participant Types tab of the Expense Setup page, click
Add Participant Type;
3. From the Participant Type Edit page, enter a name for the participant
Type;
4. Enter a meaningful
Description;
5. Select a
Category from the drop-down list;
6. Activate the
Employee ID Required? flag if one is required for the category of participant;
This forces the validation of Employee ID upon expense submission.
