Navigation: Travel and Expenses > Manage Employee Information > Update Employee Detail

1. The Employee Profile (Edit) page displays.
2. Enter the desired information into the begins with field. Enter a valid value.
3. Select the Search button.
4. The Employee Data page displays.
5. Select the User Defaults tab to review or modify User Defaults.

6. Select one of the following methods to use as a default to create new Expense Reports (ER). You can override this default when creating an expense report if required.  If changes are made, consideration of the impact to the user should be considered. Listing the options for the expense reports and travel authorizations should be enough.
   • Copy an Existing Report: Expenses will display the Create Expense Report - Copy From an Existing Expense Report page where you can select an expense report to copy.
   • Copy From a Template: Expenses will display the Create Expense Report - Select a Template page where you can select a template to use or select the expense types and date to include in the expense report.  
   • Copy From a Travel Auth.: Expenses will display the Create Expense Report - Populate From a Travel Authorization page where you can select a travel authorization to copy from.
   • Open a Blank Report: Expenses will display the Create Expense Report - Expense Report Entry page.
7. Select one of the following methods to use as a default to create a new Travel Authorization (TA). You can override this default when creating a travel authorization if required.
   • Copy From a Template: Expenses will display the Create Travel Authorization - Select a Template page where you can select a template to use or select the expense types and date to include in the travel authorization.
   • Copy an Existing Authorization: Expenses will display the Create Travel Authorization - Copy From an Existing Travel Authorization page where you can select a travel authorization to copy.
   • Open a Blank Authorization: Expenses will display the Create Travel Authorization - Travel Authorization Entry page where you can enter a date range and descriptive information about a travel authorization.

8. Use the Report Description field to enter a default description that you want to default onto the header level of your travel authorizations, cash advances, and expense reports.
9. The Business Purpose that you select defaults onto the header level of your travel authorizations, cash advances, and expense reports.
   • From the Business Purpose field, select the General Travel and Expense from the drop-down menu.
10. Use the Billing Type field to select a billing action that you want to default onto your travel authorizations and expense reports.
    • In the Billing Type field, select Billable from the drop-down menu.
11. Use the Originating Location field to select a city, country, or geographical area that you want to default onto your travel authorizations and expense reports.
12. Use the Expense Location field to select a city, country, or geographical area where you will incur expenses that you want to default onto your travel authorizations and expense reports.
13. Use the Payment Type field to define the default for how you pay for expenses on your travel authorizations and expense reports.
14. Use the Transportation ID and field to select a transportation ID that you want to default onto your travel authorizations and expense reports.
15. Use the Number of Nights fields to enter the number of nights that you want to default onto your travel authorizations and expense reports for the expense type Hotel/Lodging.

16. Use the Expense Type field to select an expense type. When you select the expense type on your travel authorizations and expense reports, Expenses will populate the payment type and billing action.
17. Use the Payment Type field to select how you pay for the expense type. When you select the expense type on your travel authorizations and expense reports, Expenses will populate the Payment Type field with this information.
18. Use the Billing Type field to select the billing action that you want to default onto your travel authorizations and expense reports for the expense type.

19. Project Defaults for Expenses enables you to set project defaults for travel authorizations and expense reports. You may add one or more rows of project accounting default values. Each row of project values may be enabled or disabled. When you create transactions, Expenses copies each enabled row of values into the relevant section of your new transaction. The total Percentage of the rows must equal 100%.
20. Select the Save button.

21. Process complete.