Set Up Classic UI Expense Reports in Salesforce Classic

Overview

An expense report is a form of document that contains all the expenses that an individual has incurred as a result of the business operation.  Expense Report functionality can be used in both the Classic and Lightning UIs. See Create an Expense Report for more details.

Note: Expense Reports have now been implemented for Lightning Experience. All existing functionality continues to be supported in the Classic UI. Users will need to make some configuration changes in order to continue using these features in the legacy Expense Report Classic UI.  In order to do so, please follow the steps below. If you are using Salesforce’s Lightning UI, but wish to continue using Expense Reports in the Classic UI, then please refer to our Set Up Classic UI Expense Reports in Salesforce Lightning article.

The Billable and Employee Reimburse checkboxes on the Expense Report are now controlled by permissions. Existing users using custom permission sets will need to adjust their users’ permissions and grant the necessary access to these fields.

Additionally, Expense Reports have been implemented for Multi-currency users: 

• Billings and Payables created will inherit the Currency from the Expense Report they are created from. 
• Billings and Payables are aggregated on the Currency dimension. 
• The Currency Conversion Rate on the Billing or Payable created from an Expense Report is driven by the date on the intermediate Create Billing or Create Payable screen. 

See Create a Billing from an Expense Report and Create a Payable from an Expense Report for more detail. 

Set Up Classic UI Expense Reports in Salesforce Classic

1. Navigate to Setup.
2. On the left-side menu, go to the Build Section.
3. Toggle down the drop-down arrow for Create, displaying all the options in this section.
4. Click on Objects.
   
   
   
   
5. Edit the Expense Report Object.

1. Scroll down to the Expense Report Object and click on the Expense Report Label Name.
   
   
   
   
2. Modify the Edit action. From the Expense Report Object, scroll to the Buttons, Links and Actions section.
   
   1. Click the Edit action for the Edit Label.
      
      
      
      
   2. Select the Visualforce page checkbox from Salesforce Classic Override and choose ExpenseReportEdit from the pick-list and click on Save.
      
      
      
      
3. Modify the New action. Go back to the Expense Report Object scroll to the Buttons, Links and Actions section.
   1. Click the Edit action for the New Label.
   2. Select the Visualforce page checkbox from Salesforce Classic Override and choose ExpenseReportEdit from the pick-list and click on Save.

Configuration Changes for Custom Permission Sets for Expense Lines Object

1. Navigate to Setup.
2. On the left-side menu, go to the Administer Section.
3. Toggle down the drop-down arrow for Manage Users, displaying all the options in this section.
4. Click on Permission Sets.
   
   
5. Locate the custom permission set and click on the Permission Set Label.
6. Click on Object Settings.
7. Scroll down and click on the Expense Lines Object Name.
8. Click on Edit.
9. Under Field Permissions check the Read or Edit checkboxes as necessary for the Billable and Employee Reimburse fields.