This Expenses screen lists all of expenses on the expense report.
There are several columns for each expense:
- Description: The type of expense being reported (Airfare, Hotel, Meal, etc.).
- Date: The date in which the expense was incurred.
- Business: The amount the company is responsible for toward the expense.
- 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.
Arrange
There are several different categories/groupings you can view your expenses within a report:
- Charges (default)
- Date
- Payment Type
- Consolidate Charges
- Expense Category
- Charged Currency
- Distribution
- ExpenseCode
Views
- To switch to Daily View, click on the daily icon in the upper right hand corner
. - To return to List View, click on the list icon
. - Tables can also be customized. Go to the Modifying The Appearance Of Tables section for more information.
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 the bottom of the screen.
- Edit any details or amounts as needed.
- If all fields are not visible, the user can expand the expense details area. Click the icon again to contract it.
Additional Options
From this screen, you can:
- Add An Expense
- Itemize Out-Of-Pocket
- Modify An Expense
- Delete An Expense
- Change Expense Type