HISTORY

Note: This subtask displays if you selected the Company Paid radio button in the main screen.

Use this subtask to view the information from the original entry. Highlight an item on the Matched Items subtask, and this History subtask will display the matched items as they were originally entered. In this subtask, the expense report will be displayed as it was originally entered.

Vendor

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

Exp Rpt No

This field displays the expense report number as it was generated by the system or assigned by the user.

Exp Rpt Date

This field displays the date of the expense report.

Due Date

This field displays the invoice due date as it was assigned by the system, based on vendor criteria, or as assigned by the user.

Total Amount

This field displays the total amount of the invoice items listed in the table.

Entry User

The fields in this group box display data regarding the last change of this item 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

The fiscal year, period, and subperiod to which these expenses were posted will be displayed in these fields.

Table Window

Line No

This column displays the line number as it appears on the voucher.

Paid By

This column shows the paid by code for the expense: "E" (Employee), "C" (Company), or "O" (Other).

Expense Type

The column displays the expense type.

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 number is displayed in this column.

Trip End Date

The end date for this trip number 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 is 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.

Amount

The amount is displayed in this 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 displays the tax code status of the travel item.

Sales Tax Amount

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

Use Tax Amount

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

Net Amount

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

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.

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.

1099

The 1099 status of this expense item is displayed in this column. If the checkbox is selected, a 1099 is required.

1099 Type

This column displays the 1099 type of this item.

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.