===== 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
Select "User Defaults" don't forget to Scroll down to the bottom and save
Review/Edit User Defaults
Authorize Expense Users (Proxy)
Delegate Entry (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 LIVE STOCK |
| 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 |
| SHELLGG | 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 LIVE STOCK |
| 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. 
