===== PAGE 1 =====
## Setting Up Defaults
## Step 1
This will be useful for the header on the Expense Reports
Start : Expenses WorkCenter
Then select "Review/Edit User Defaults"
## Deanna Ziesman
Monitor Approvals
Expense Report
Create Expense Report
Expense History
My Expense Reports
Travel Authorization
Create Travel Authorization
Create/Update User Template
View Travel Auth
My Travel Authorizations
Other
Other
Review/Edit User Defaults
Select "User Defaults" don't forget to Scroll down to the bottom and save
Delegate Entry (Proxy)
Authorize Expense Users (Proxy)
Manage Accounting
View Expense Reports
View Travel Auths
Expense Rpt Budget Exceptions
Project Defaults for Expenses
===== PAGE 2 =====
## Step 2
This will be useful for the account coding for Program Expense Reporting
Start: Create Expense Report
Then select “Accounting Defaults”
## Select "Change Value"
===== PAGE 3 =====
Select your Program's Default coding by scrolling down through the list. See attach list of Program coding.
| Accounting Tag | Description |
| 112SS | ACCOUNTING & FINANCE |
| 113SS | INFORMATION TECHNOLOGY |
| 114SS | STATE ITSD |
| 116SS | LEGAL SERVICES |
| 118SS | BOARD OF LIVESTOCK |
| ADT | ADT FY 2025 |
| AHBE1 | AH-BE Split 50/50 |
| AHFEE | ANIMAL HEALTH FEES |
| AHLTH | ANIMAL HEALTH |
This will now be your Default Coding of your Expenditures going forward.
===== PAGE 4 =====
| Accounting Tag / Speed Chart # | Description |
| ADT | ADT FY 2025 |
| AHFEE | ANIMAL HEALTH FEES |
| AHLTH | ANIMAL HEALTH |
| ALTLVK | ALTERNATIVE LIVESTOCK |
| AVIAN | NAI - AVIAN FFY 2025 |
| BISON | BISON FFY 2025 |
| DSA | DSA |
| ECSR | ECSR FFY 2025 |
| EPI | EPI FFY 2025 |
| SHIP-SWINE | SHIP - SWINE 3/2026 |
| ZOO | ZOO NOTIC FFY 2025 |
| AHBE1 | AH-BE Split 50/50 |
| DLAB-GF | DIAGNOSTIC LAB - General Fund |
| DLAB-PR | DIAGNOSTIC LAB NAPROP-Enterpri |
| DLAB-SSR | DIAGNOSTIC LAB - SSR |
| MLAB | MILK DIAGNOSTIC LAB |
| NADPRP | NADPRP 5/15/2026 |
| NHLN-1 | NAHLN - HB2 |
| NHLN-2 | NAHLNA - 170K Grant 7/24 to 6/26 |
| NHLN-3 | NAHLNA - 278 Grant 5/2026 |
| M&E | MILK & EGG |
| SHELLEGG | SHELL EGG |
| SHIELDED | SHIELDED EGG |
| MPI-AHFEE | MPI - Animal Health Fees |
| MPI-C | MEAT INSP-Compliance FFY 2025 |
| MPI-CIS | MEAT INSP-CIS Program FFY 26 |
| MPI-F | MEAT INSP-Field FFY 2026 |
| MPI-H | MEAT INSP-IN HOUSE/HLN FFY 2026 |
| BE-HLN | BRANDS ENFORCEMENT-Helena |
| BE-INSP | BRANDS ENFORCEMENT-District In |
| BE-MRKT | BRANDS ENFORCEMENT-Market Insp |
| AHBE1 | AH-BE Split 50/50 |
| 110SS | EXECUTIVE OFFICE |
| 111SS | DEPUTY EXECUTIVE OFFICER |
| 112SS | ACCOUNTING & FINANCE |
| 113SS | INFORMATION TECHNOLOGY |
| 115SS | PROCUREMENT/PURCHASING |
| 116SS | LEGAL SERVICES |
| 118SS | BOARD OF LIVESTOCK |
| 120SY | LOSS MITIGATION |
| 130SY | MILK CONTROL BUREAU |
===== PAGE 5 =====
## Step 3
If you will be charging to other Funding, then update your Favorites
This will be useful for the account coding if you need to record costs to other funding sources
## Start : Create Expense Report
Select “Accounting Defaults”
Select “Change Value”
Select “Manage Favorites”
Total Amount 100.00Remaining Amount 100.00Undistributed Amount 0.00Currency Code USD |
| Accounting Tag List |
 | 27 rows |
| Accounting Tag |  |
| Accounting Tag | Description |
| 112SS | ACCOUNTING & FINANCE |
Select ALL funding you might / will be coding to from the Accounting Tag list. 
