Page Comparison

This The Expenses screen Image Added screen lists all of expenses on the expense report. 

There are several columns for each expense:

• DescriptionDate: The type of expense being reported (Airfare, Hotel, Meal, etc.).Date: The date in which the expense was incurreddate in which the expense was incurred. A reference number, which is a unique identifier of an individual expense will appear under the date. The reference number comprises the Report ID and expense line number.
• Expense Type: The name of the expense type added to report. Under the expense type name, you will also see the description of the expense type. If this is a credit card transaction, the description from the credit card provider will show in this field.
• Notice: See Icon Legend.
• Business: The amount the company is responsible for toward the expense.
• Personal: The personal amount identified on company paid expenses. This would apply to company paid credit cards.
• Due: The amount that is to be reimbursed by the company to the user for the expense.
• Notice: See Icon Legend.
• Reference Number: The Reference Number comprises the Report ID and expense line number. This is the unique identifier of an individual expense within the Expense system.

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Grouping

There are several different categories/groupings you can view your expenses ways the expenses can be viewed within a report:

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• List View- to view the expenses listed by default
• Grouping by Date
• Grouping by Payment Type
• Grouping by Consolidate Charges
• Grouping by Expense Category
• Grouping by Charged Currency
• Distribution
• ExpenseCode

Views

• To switch to Daily View, click on the daily icon in the upper right hand corner Image Removed.
• To return to List View, click on the list icon Image Removed.
• Tables can also be customized. Go to the Modifying The Appearance Of Tables section for more information.
  Grouping by Action
   

Expense Details

To view and/or edit specific expense lines, click on a specific expense line to view the details of that expense.

• The details will appear in a window at on the bottom right side of the screen.
• Edit any details or amounts as needed.
• If all fields are not visible, the user can expand the expense details area or scroll the page down. Click the icon again to contract it. 

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From this screen, you can:

• Add An Expense
• Itemize Out-Of-Pocket
• Modify An Expense
• Delete An Expense
• Change Expense Type
• Move Charges to Report
• Adding Attendees
• Import Attendees
• Import WBS Distribution