Expense Module Overview

Modified on Thu, 24 Apr at 9:24 AM

The Expense module is used to code expense receipts, create expense reports, and submit them for approval.

The module is divided into two tabs:

  • Receipts
  • Reports

Receipts Tab

  1. Workflow tabs within the Receipts tab.
  2. Filtering options to view expense receipts.
  3. Options to create new receipts and manage existing receipts.
  4. Customization menu to add or remove columns.
  5. List view of all expense receipts on a page.
  6. Footer bar showing the number of receipts and the number of pages in each tab.

Receipt Workflow Tabs

Tabs containing receipts:

  • In Progress - In In Progress status.
  • Submitted - In reports submitted to the invoice module.
  • Complete - In Completed statuses.
  • Reimbursed - Paid to the payee.
  • All - In all statuses

Receipt Statuses

Transaction statuses indicate where an expense is within the workflow. Receipts can be in one of the following statuses:

  • In Progress- Partially coded but missing some required coding fields.
  • Submitted - Fully coded and part of a report submitted to the Invoices module.
  • Completed - Fully coded and part of a report. The report has not yet been submitted to the Invoices module.
  • Reimbursed - Paid to the payee.

Reports Tab

  1. Workflow tabs within the Reports tab.
  2. Filtering options to view reports.
  3. Customization menu to add or remove columns.
  4. List view of all reports on a page.
  5. Footer bar showing the number of reports and number of pages in each tab.

Report Workflow Tabs

Tabs containing reports:

  • In Progress - In Open status.
  • Submitted - Submitted to the invoice module.
  • Reimbursed - Paid to the payee.
  • All - In all statuses.

Report Statuses

Transaction statuses indicate where an expense is within the workflow. Reports can be in one of the following statuses:

  • Open - Not yet submitted to the invoice module. Receipts can be added to reports in Open status.
  • Submitted - Submitted to the invoice module.
  • Reimbursed - Paid to the payee.


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