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Also known as the Cover Sheet, this tab shows the general details of the report. This is the information that was originally entered when the report was created. It allows you to modify:

  • Purpose: The name/purpose of the expense report.
  • Start and End Date: The period of time the expense report covers.
  • City: City in which the expenses were incurred. Various companies may have differing conventions regarding which city to report.
  • Note: Any additional notes the user would like to add.
  • Distribution: Any breakdown in distribution associated with this report.

Note: There may be additional fields to complete depending on your site's configuration. 

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