Regions

Regions contain collections of countries which is useful if a specific posting setup is needed per country collection. For example this can be useful to prepare the different tax rates for the different regions.
For any one Expense Category in a specific Region you can define which account must be used for posting.

  1. Navigate to the Regions view either through the Travel and Expense Management overview or by searching for Regions
  2. Click on New to create new Regions
  3. Enter a Code, shorthand for the Region.
  4. Enter a Description for the region
  5. Select one or more Country Codes

After you have set up your relevant regions, you can continue Expense Categories.