Expense Report Base

This base allows you to easily keep track of your company's expense reports.

Available Columns Description Date Range Available Chartable Links to Page
General Information
Accounting Approved Indicates if the expense report has been approved by accounting      
Company Name The name of the company associated with the expense report     Company
Description

A description of the expenses in the expense report

Examples: Travel expense for lightrail project, Meeting expenses for Glison Lofts project

    Expense Report
Employee Status Status of the employee      
Has attachments Indicates if the expense report includes attachments      
Is Personal Expense Indicates if the expense report includes an item that is a personal expense      
Is Processed

Indicates if the expense report has been approved by the supervisor, accounting manager, or both

Approval requirements depend on your settings in Company Preferences.

      
Is Rejected Indicates if the expense report contains an item that is rejected      
Is Submitted Indicates the expense report has been submitted by the employee      
Needs Reapproval Indicates if the expense report needs to be reapproved      
Notes Any notes about the expense report      
Supervisor Approved Indicates the supervisor has approved the expense report      
People
Accounting Approved By

The name of the accounting staff who approved the expense report

Approval requirements depend on your settings in Company Preferences.

    Employee
Employee The name of the employee associated with the expense report     Employee
Reapproved By The name of the accounting staff who reapproved the expense report      
Submitted By The name of the employee who submitted the expense report for processing     Employee
Supervisor Approved By

The database identifier of the supervisor who approved the expense report

Approval requirements depend on your settings in Company Preferences.

    Employee
Supervisor The supervisor of the employee     Employee
Dates
Accounting Approved Date

The date the accounting staff approved the expense report

Approval requirements depend on your settings in Company Preferences.

     
Beginning Date The first date covered by the expense report      
Ending Date The last date covered by the expense report      
Last Payment Date The last date a payment has been made on this expense report      
Reapproved Date The date the expense report was reapproved      
Submitted Date The date the expense report was submitted      
Supervisor Approved Date

The date the supervisor approved the expense report

Approval requirements depend on your settings in Company Preferences.

     
Dollars
Advanced Amount The amount paid in advance to the employee associated with the expense report   X  
Total Amount The total amount of the expense report   X  
Keys
Accounting Approved By Key

The database identifier of the accounting staff who approved the expense report

Approval requirements depend on your settings in Company Preferences.

    Employee
Company Key The database identifier of the company associated with the expense report     Company
Employee Key The database identifier of the employee associated with the expense report     Employee
Expense Report Key The database identifier of the expense report     Expense Report
Reapproved By Key The database identifier of the employee who reapproved the expense report      
Submitted By Key The database identifier of the employee who submitted the expense report for processing     Employee
Supervisor Approved By Key

The database identifier of the supervisor who approved the expense report

Approval requirements depend on your settings in Company Preferences.

    Employee
Supervisor Key The database identifier of the supervisor of the employee     Employee
Action
Open Expense Report Opens the expense report to allow you to edit it      
Preview attachments

Previews the backup attachments associated with the expense report.

Note: Only TXT and PDF files can be previewed here.

      
Gantt

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