Set Up a Lightning UI Expense Report

Overview  

An expense report is a form of document that contains all the expenses that an individual has incurred that needs to be billed and/or reimbursed. The steps below provide some initial setups that are required for using Expense Reports in the Lightning UI.

Set Up a Lightning UI Expense Report

1. Display an Expense Report record.
2. Click the Gear icon and select Edit Object.
3. From the Expense Report object, select Buttons, Links, and Actions.
   
   
   Note: Click here to view the above image in full screen. 
   
   
4. Edit the Edit label.
   
   
   Note: Click here to view the above image in full screen. 
   
   
5. Verify that the No override (use default) radio button is selected.
   
   
   Note: Click here to view the above image in full screen. 
   
   
6. Click Save.
7. Repeat steps 4-6 for the New label and the View label.
8. From an Expense detail record, click the Gear icon and select Edit Page.
9. Scroll down the Lightning components to the Custom-Managed section.
10. Drag and drop the Expense Line Add Edit component onto the page.
    
    
    Note: Click here to view the above image in full screen. 
    
    
11. Click Save.
12. Click Activate.
13. Click Assign as Org Default.
14. Click Next and Save.

Note: For additional information, refer to the Edit a Page to add a Lightning Component article.