Set up expense purposes

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

You can set up expense purposes for workers to use when they create an expense report.

  1. Click Travel and expense > Setup > Optional setup > Expense purposes.

  2. Click New or press CTRL+N to create a new line.

  3. Enter a brief description of the purpose of the expense. For example, travel expenses can be used to attend a training session, a convention, or a meeting with a customer.

  4. Close the form to save your changes.