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How To:  Use Expenditure Type Mapping Tool

Before You Start

Expenditure Type Mapping for Expense Requests is available only from the Expense Requests home page.

The Expenditure Type Mapping tool can be used to determine what Expenditure Type codes are available for use in the Expense Requests system. The tool is a spreadsheet of all Transaction Types, Categories, Expense Types and Expenditure Types. You can search and filter the spreadsheet to find the mapping of Expenditure Types to Expense Types for all the Transaction Types and Categories in the Expense Requests system.

Use this tool to find the answers to questions like:

  • Where is a specific Expenditure Type available in the Expense Requests system?
  • What Expenditure Types are available for a specific Expense Type?
  • What Expense Types and Expenditure Types are available for a specific Transaction Type and Category?

Note:  The Expenditure Type Mapping tool is for information only. It is not used to select or request Expenditure Types. Contact the Financial Support Center (FSC) to request the addition of an Expenditure Type currently not in the system.

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bullet iconStep 3 – Search, Filter and Sort Mappings

When the tool is first opened, all Expenditure Type mappings are displayed – a row for each unique Transaction Type, Category, Expense Type, and Expenditure Type combination. The mappings can be searched, filtered, and sorted to reveal the specific mapping(s) you want to find.

Search Mappings

Use the search bar to search for and display rows that match search criteria you enter.


 

bullet iconExamples

Below are specific steps for some example uses of the tool.

Where is a specific Expenditure Type available in the Expense Requests system?

Scenario:  Where is Expenditure Type 52240 (Employee Morale) available in the Expense Requests system?

What Expenditure Types are available for a specific Expense Type?

Scenario:  What Expenditure Types are available for the "Conference Registration" Expense Type?

What Expense Types and Expenditure Types are available for a specific Transaction Type and Category?

Scenario:  What Expense Types and Expenditure Types are available for a Non-PO Payment for Honoraria?

 

What's Next?

 

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