Guided Setup Wizard

Expense management has its own guided setup wizard, separate from the core extension's wizard — it seeds sample expense categories, payment types, and mileage vehicles so there's something usable immediately.

Walking through it

1. Welcome — introduces the wizard; a link to the full documentation is provided.
2. Default Configuration — choose a Mileage Unit of Measure (required), then check which sample data to import: Categories, Payment Types, Vehicles. Each checkbox is disabled if its table already has data — the wizard only fills empty tables, never overwrites existing configuration. Vehicles additionally requires a mileage unit to already be chosen.
3. Success — confirms the import, with an explicit warning that the sample data is missing correct G/L accounts, so review and correct posting setup before assigning any of it to a real employee.

What actually gets created

• Categories: Accommodation, Food and beverages, Study costs, Business gifts
• Payment Types: Private bank/cash, Company Credit Card
• Vehicles: Private car, Company car
• Supporting project task setup: a task named Expenses and one named Travel Distance, plus a non-inventory item MILEAGE used for mileage postings.

As with the core wizard, treat this as a skeleton to correct and extend — the same "no real G/L accounts yet" caveat applies before any of it touches a real payslip or invoice. See Expense Categories and Payment Types for what needs fixing.