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Cost allocation (cost objects and custom fields)

  • Cost objects on Perk
  • Cost objects, custom fields, and groups
  • Set up cost objects for expenses and invoices
  • Set up cost objects for travel costs
  • Custom fields on Perk
  • Set up user profile custom fields
  • Set up travel, expense, and invoice custom fields
  • Assign a cost object approver to a travel approval process
  • Migrating labels to custom fields
  • Archive custom fields
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