Use the fields and options to configure the Manage/Approve Expense Reports screen.
Contents
| Field | Description |
|---|
| Filter By
|
Use the options in this drop-down list to select parameters for displaying expense reports in the expense reports table on this screen. Choose from the following options:
- Status - Select this option to display only those expense reports by status. These include Draft, Submitted, Approved, Rejected, and others.
- Outstanding Tasks - Select this option to display expense reports that meet the criteria you specified in the
Status section (for example, Approve, Review, Attached, and Record).
|
Criteria
When you open Approve Expense Reports, the application by default displays all expense reports for the current year, and all groups for which you as supervisor are responsible, and all expense authorizations with a status of
Submitted and
Under Review. To narrow the list of employees down to certain groups, use the
Select Employee Groups subtask.
| Field | Description |
|---|
| Function
|
This field displays your functional role. If you have more than one functional role, you can use
Query to look them up.
|
| Group
|
If
All is selected, expense reports for all groups in your organization display. If you choose
Selected, use the
Select Employee Groups subtask to select the group.
|
| Type
|
Enter the type of expense report. When you enter the initial letters of the expense report type, a drop-down list displays with matching results. You can also
 for additional expense types.
|
| Filter
|
Choose a filter to narrow your search results. Parameters from the drop-down list include
Last Name,
Expense Report ID, and
Expense Authorization ID.
|
| Special Filter
|
Drop-down list options include
None,
Missing Receipts,
Over Ceiling,
Unallowable,
Interim Signature.
|
| Start Date
|
Use
 to select the first day of the trip covered by the expense report.
|
| End Date
|
Use
to select the last day of the trip covered by the expense report.
|
Status Options
| Field | Description |
|---|
| Status
|
The selections in this section enable when
Status is selected from the
Filter By drop-down list. The default selections,
Submitted and
Under Review, filter the results based on submitted expense reports awaiting approval. You can also select from
Draft,
Approved,
Rejected,
Processed, and
Voided.
|
Task Type Options
| Field | Description |
|---|
| Task Type
|
The selections in this section enable when
Task Type is selected from the
Filter By drop-down list. You can select from
Approve Expense Report,
Approve Charge Allocation,
Approve Attachments,
Review,
Attach, and
Record.
|
| To include expense reports with optional tasks in the results set, select the
Include Optional Tasks check box. To exclude expense reports that contain optional tasks, clear the check box.
|
| Excluding optional tasks can significantly narrow the number of results returned and also improve system performance.
|
Counts
| Field | Description |
|---|
| Expense Report Status Totals
|
After you specify your parameters and click
 , the updated totals for each expense report status category display here.
|
Select Employee Groups Subtask
This subtask table displays the employee groups. If you chose
Selected from the Groups drop-down list, use this table to select the groups you want to include.
| Field | Description |
|---|
| Select
|
A check mark indicates a row is selected and will be included when generating report results. Click the check box to select or clear a row.
|
| Group
|
This field displays the group category. If you do not see the group you want, use
to search for it.
|
Manage Expense Report
To learn more about other sections of the form, see help for Manage Expense Report.