COMPANY PAID DETAIL

Note: You can open the Company Paid Detail subtask by selecting the Detail pushbutton on the main screen only if you have selected the Co Paid Exp radio button in the Item Type group box.

Use this subtask to view all the information, for the highlighted row, that was originally entered in the Enter Company Paid Expenses screen. You can examine expenses to see how they were split between orgs and projects, and view the trip dates. You cannot edit this subtask.

Vendor

These fields display the vendor ID, vendor name, and location information for the line you selected on the main screen.

Number

This field displays the A/P voucher number as it was generated by the system or assigned by the user.

Type

This field displays the type of record that is being viewed. For this subtask, this field will always be "Company Paid Ex."

Date

This field displays the date of the invoice.

Disc Amount

This field displays any discounts taken on the invoice total.

Due Date

This field displays the company-paid expense 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 company-paid invoice.

Entry

This group box displays the data regarding the last change of this voucher in the system.

User

This field displays the ID of the last user to change the voucher before it was posted.

Date

This field displays the system date of the last change to the voucher before it was posted.

Subpd

This group box displays the fiscal year, period, and subperiod to which the voucher was posted.

Table Window

This table will populate with relevant voucher data.

Line Number

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

Trip Number

This column displays the unique identifying number for the trip.

Account

This column displays the account to which the expense was charged.

Organization

This column displays the organization to which the expense was charged.

Project

This column displays the project, if any, to which the expense was charged.

Trip Start Date

This column displays the trip start date.

Trip End Date

This column displays the trip end date.

Destination

This column displays the trip destination.

Travelers

This column displays the traveler's ID.

Units

This column displays the number of items that was multiplied by the amount in the Rates column.

Rates

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

Amount

This column displays the total expense amount less any sales tax amount. If the Units and Rates columns are used, this will be the product of those two columns. If the Units and Rates columns are not used, this is the expense amount entered from the invoice.

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 vendor.

Sales Tax Amount

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

Total Before Discount Amt

This column displays the gross voucher amount before any discount is subtracted.

Use Tax Amount

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

Discount Amount

This column displays the amount of discount that applies to the voucher.

Net Amount

This column displays the total voucher item less any discount.

Relocation

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

Relocation Reimbursement

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

Transp Cd

This column displays the transportation code for tracking travel expenses. These codes are maintained in the Transportation Info screen.

Ticket Number

This column displays the ticket or unique item number, if there is one.

Description

This column displays the descriptive information entered by the user for this advance.

1099

This column displays the 1099 status of this vendor. If the checkbox is selected, a 1099 is required.

1099 Type

This column displays the 1099 type of this vendor.

Ref 1

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

Match

This column displays the matching status of the voucher item: "Y" (matched) and "N" (not matched).

Proj Abbrev

This column displays the abbreviation of the project that is listed in the Project column.

Org Abbrev

This column displays the abbreviation of the organization that is listed in the Organization column.

Proj Acct Abbrev

This column displays the abbreviation, if it exists, of the project and account combination that is listed in the Project and Account columns.

Notes

If any notes were entered with this invoice, they will display in this column.

Form View

Select this pushbutton to view information for the company-paid expense on a single-screen form instead of in a table format.