How To:  Set General Field Default Preferences

Step 1 – Log in to Expense Requests

1. Go to https://ofweb.stanford.edu
2. Enter your SUNet ID and password
3. Click SU Expense Requests

Step 2 – Access General Field Default Preferences

1. Select Preferences in the top banner (upper right)
2. Select General under Expense Requests Preferences

Default Source – Prior Transaction

If you select Prior Transaction, fields default to your most recent previous transaction.

1. Select Prior Transaction as the Default Source
2. Click Save or Apply

Default Source – Expenses Transaction

If you select Expense Preferences, fields default based on system defaults and those you enter here. You may also enter a default business purpose, or select a default per diem location.

1. Select Expenses Preferences as the Default Source
2. Enter a default Business Purpose if desired
   
   
   Note:  If no default Business Purpose is entered, the system default will be used. System default displays prompts for Who, What When, Where, Why.
   
   
3. Enter a default location for Per Diem purposes in the Per Diem Location field
   
   
   Note:  There is no system default for Per Diem Location. If no Per Diem Location default is entered here, the field will not default during transaction entry.
   
   
4. Click Save or Apply