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Expense Transaction Details Subtask

Use this subtask of the Vendor Expense Reports subtask to view expense report details, such as the expense type and date, associated with the vendor expense report selected on the Vendor Expense Reports subtask.

You can also enter information on this subtask either manually or via a web service.

You cannot edit this screen for vendor expense information that was auto-created.

Click New to add a new line.

Contents

Field Description
Expense Line Number

This field displays the line number associated with each expense detail row. The value in this field is system-assigned for new rows or it displays the value saved from this screen. You can edit this field only for invoices that are not yet approved and not created using data from Timesheet & Expense.

Charge Type

This field displays the charge type of the invoice, which can be any of the following:

  • UC: Under Ceiling
  • OC: Over Ceiling
  • T1: Tax 1
  • T2: Tax 2

    You can edit this field only for invoices that are not yet approved and not created using data from Timesheet & Expense.

Expense Amount

This field displays the expense amount associated with the expense line in terms of the transaction currency. You can edit this field only for invoices created on the Manage Invoices screen.

Transaction Currency

This field displays the currency associated with the expense amount.

Sales/VAT Tax Amount

This field displays the total sales tax/value-added tax (VAT) amount associated with the expense line in terms of the transaction currency. You can edit this field only for invoices created on the Manage Invoices screen and not created using data from Timesheet & Expense.

Total Amount

This field displays the sum of the Expense Amount and Sales/VAT Tax Amount associated with the expense line for a particular sales tax/VAT code.

VAT Recovery Amount

This field displays the recoverable amount of the sales tax/VAT amount associated with the expense line for a particular sales tax/VAT code. You can edit this field only for invoices created on the Manage Invoices screen and not created using data from Timesheet & Expense.

Comments

Enter any note related to this record.

Change Risk - Over Allowed Amount

This check box is selected if the expense amount is beyond the allowed limit.

Change Risk - Period of Performance

This check box is selected if the charges are outside the period of performance of the work assignment.