As an approver if you want to exclude an expense and or expense from a report you Users, Proxies and Approvers may have the ability to move charges an expense(s) from an existing report to a report that will be place 'On Hold'new report. This will allow the rest of the report o to be approved and processed without having to reject the entire report.
| Panel |
|---|
Note: To have the option The ability to move charges :to a new report is not enabled by default.
|
|
- To access the Move Charges to Report option during the approval process you must be in access the report . Click by clicking on the report ID in the approval queue to access the full view of the report.Select the expense line you wish to move to a separate report.
- Click on ACTIONS Actions Icon
- Click on MOVE CHARGES TO REPORT
...
- Move Charges to Report
4. A wizard will appear.
...
Check the box next to the charge(s) you would like to move and click
...
Next.
*You may chose one or more charges in this screen
...
5. In this next step you will select which report the charge(s) will move to. In most cases this will go a new report.
Select an expense report - This will almost always be 'Create New Expense Report'. The only time you will have an option to
chose choose another
selection report is if a new report was previously created
to move line for this specific expense report.via the move charges wizard.
Panel Example:
Report 4358 was open previously and one line was moved to report 4360. The report was saved but not approved. The approver comes back and moves more lines. In this case report 1550 If an expense was moved from report 13481 to newly created report 13482. Later another expense from report 13481 needs to be moved, in this case report 13482 will be available in the 'Select an expense report' drop down.
NOTE: Only one report can be linked to the new report that will be placed on hold. <Report 13481 can only contain expenses moved from report 13482>
- New Report Title - This will default to the current reports title.
NOTE: The following options 'To' and 'Message' are only available if the charges are moved by a Proxy or Approver
- To - This will default to the report owner. By default, the 'Send Email' option is checked. This will send an email to the user with the message in the next field.
- Message - Enter in a message to the user to notify them that expense(s) have been moved and the reason why.
...
6. Click on
...
Next.
8
7. Charges will be moved
...
to the new report. If the charges were moved by Proxy or Approver a message tag will be created to show which charge(s)
...
where moved
...
. The new report number will be provided in the message.
...
8. Click
...
Finish.
10
9. In the original report the moved transaction(s) will no longer
...
show.
When the user goes back to the expenses they will see the original report and the new report that was created. The new report will be put into the status of 'On HoldIn the report owner will have a notification stating that the following expenses have been moved. In the report owner's expenses list, there a new report will show with a status of 'Draft'. The original report will also be linked.
