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.
- Navigate to the Regions view either through the Travel and Expense Management overview or by searching for Regions
- Click on New to create new Regions
- Enter a Code, shorthand for the Region.
- Enter a Description for the region
- Select one or more Country Codes
After you have set up your relevant regions, you can continue Expense Categories.