HISTORY

Note: This subtask displays if you selected the Expense Report radio button in the main screen.

Use this subtask to display information from the original entry for the highlighted row on the Analyze Matched Items screen.  In this subtask, the invoice information will be displayed as it was originally entered. You cannot edit this subtask.

Vendor

The vendor ID, name, and location are displayed in these fields.

Voucher No

The number of this voucher is displayed in this field.

Invoice Date

The date of the invoice is displayed in this field.

Disc Amount

The discount amount is displayed in this field.

Due Date

The payment due date for this item is displayed in this field.

Total Amount

This field displays the sum of the table rows below.

Entry User

The fields in this group box display data regarding the last change of this invoice in the system.

The untitled field displays the ID of the last user to change the item before posting.

Date

This field displays the system date of the last change to the item before posting.

Subpd Incurred

This field displays the year, period, and subperiod to which these expenses were posted.

Table Window

Line No

If you highlighted an expense report item on the main screen, this column displays the line number as it appears on the voucher for the expense report. If you highlighted a company-paid item on the main screen, this column displays the sequential line number of the matched items information.

Expense Type

The expense type is displayed in this column.

Trip No

This column displays the unique identifying number for the trip.

Account

The account is displayed in this column.

Project

The project, if any, is displayed in this column.

Organization

The organization is displayed in this column.

Trip Start Date

The start date for this trip is displayed in this column.

Trip End Date

The end date for this trip is displayed in this column.

Destination

The destination description is displayed in this column.

Traveler ID

The traveler ID is displayed in this column.

Units

This column displays the number of items that were multiplied by the amount in the Rate column.

Rate

This column displays the rate that is associated with certain types of expenses and is multiplied by the number in the Units column.

Taxable

This column displays the taxability of the travel expense items:  "N" (Non-taxable), "S" (Sales tax), and "U" (Use tax).

Sales Tax Code

This column shows the tax code status of the travel vendor or item.

Sales Tax Amount

This column displays the amount of sales tax based on the Taxable and Sales Tax Code columns.

Total Before Discount Amount

This column displays the voucher line amount, net of tax, before any discount.

Use Tax Amount

This column displays the actual amount of use tax for this voucher item.

Discount Amount

This column displays the discount amount as entered for this invoice.

Net Amount

This column displays the net amount paid, including any tax.

Reloc

This column displays the relocation status of the expense amount:  "Y" for relocation amounts and "N" for non-relocation amounts.

Relocation Reimbursement

This column displays the type, if the expense was for relocation.

Transp Code

The transportation code is displayed in this column.

Ticket No

This column displays the ticket or unique item number, if applicable.

Description

The transaction type description is displayed in this column.

Ref 1

If you have designated a label for this field, it will display as the field heading and the column will be populated with the data entered with the original invoice or expense report.

Ref 2

If you have designated a label for this field, it will display as the field heading and the column will be populated with the data entered with the original invoice or expense report.

Project Abbrev

The project abbreviation, if there is a project, is displayed in this column.

Org Abbrev

The organization abbreviation is displayed in this column.

Proj Acct Abbrev

This column displays the name of the project account abbreviation, if any, for this combination of project and account.

Notes

This column displays the notes as they were entered into the voucher.

Match

A "Y" (Yes) is displayed in this column to confirm matched status.