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
- Workflow tabs within the Receipts tab.
- Filtering options to view expense receipts.
- Options to create new receipts and manage existing receipts.
- Customization menu to add or remove columns.
- List view of all expense receipts on a page.
- 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
- Workflow tabs within the Reports tab.
- Filtering options to view reports.
- Customization menu to add or remove columns.
- List view of all reports on a page.
- 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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