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Planview Customer Success Center

GL Accounts not coming through on expenses

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Question
How to add the associated GL Account Codes for the expense category so that the GL Account shows up on the Expense Report ?

 

 

Answer
Perform the following Steps :
1. Log in to System Manager>>Time and Expense>>Expenses
2. Select desired expense category or those which has GLAcode missing.
3. Clicked on Action>> GL Account Codes
It will bring all associated GL Account Codes for category.
4. Go at the bottom of dialog box, right click -->New row
5. Select missing or desired workgroup, billable code and unbillable code and click on ok.