Expense Authorization Form Header

The header area of the expense authorization is the area above the tabs in Expert mode and above the left navigation and data entry area in Wizard mode.

Contents

The fields that display in the header are not editable and are populated from other areas of the form after basic information is entered and the authorization is saved successfully.

The header also contains a few hyperlinks and buttons for performing other actions, such as view workflow or voiding the expense authorization.

Field	Description
Auth ID	This non-editable field displays the expense authorization ID number. Time & Expense assigns the number, which is incremental, after the expense authorization is saved. Click the hyperlinked ID number to view details about the expense authorization, such as Class, charge, and account. The charge that displays is the primary charge for the expense authorization. Other charges can be viewed from the Default Charges tab.
Date	This field displays the date on which the expense authorization was created.
Status (Link to Workflow Table)	This hyperlinked field displays the status of the expense authorization. The valid values are: Draft —The expense authorization is in process. It has not yet been submitted. Submitted — The expense authorization was signed, but no approvals have taken place. Under Review — The expense authorization was signed, and it requires more than one approval, of which at least one has been completed. Approved — The expense authorization was signed, and all required approvals have been completed. Rejected — The expense authorization was rejected by a supervisor. Processed — The expense authorization was exported to the financial system. Voided — The expense authorization was voided by an employee or a supervisor. The reason given for the void displays in the Revision History pop-up. Click the Status hyperlink to display the Workflow table, where all required and optional tasks related to the expense authorization display. The Workflow table enables employees to fulfill tasks such as uploading overall attachments and submitting authorizations, and enables those with supervisory roles to approve or reject them. If you are using the Manage/Approve Expense Authorization application, the Workflow table displays automatically, or you can click the Workflow subtask link. The Workflow dialog box includes the following fields: Primary Role — This field displays the functional role of the person who has primary responsibility for completing the task. Task Item — This field displays the type of task, including Create, Submit, Approve, Attach, and Review. Status — This hyperlinked field displays the current status of the task, such Created or Pending. Click the hyperlink to display the Workflow Assignments dialog box, which displays the individual who was assigned the task, or completed it. Assigned — This field displays the person to whom the task is assigned. Expense Charge — This field indicates the type of expense or the charge in which the task needs to be performed. The expense and charge descriptions derive from the Expense Category and Expense Type respectively. Amount — This field indicates the amount of the expense. This field will only contain a value if the task is to Attach or Approve an attachment. Currency — This field indicates the currency in which the expense was incurred. This field will only contain a value if the task is to Attach or Approve an attachment. Sequence — This field displays the order of the task. Note: Workflow tasks are denoted with colors to indicate their current states of completion: Red — Indicates the attachment is missing. Green — Indicates a completed task. Yellow — Marks the task as pending. No Color — Indicates the task has not been assigned. Depending on the user's functional role and the status of the authorization, the following task buttons are available: Approve - Click this button to approve the authorization request. Reject - Click this button to reject the authorization request. Attach - Click this button to upload a file attachment. Missing - Click this button to indicate that an attachment is missing. View - Click this button to view the attachment. Unrecord Attachment - Click this button to undo the record attachment.
Revision	This hyperlinked field displays the revision number of the expense authorization. When you first save an expense authorization, the revision number is zero. Each time a change is made after the expense authorization is submitted, this number increases by one. Click the hyperlink to open the Revision History dialog box, which displays the additional following details: Revision — Displays the revision number. Revised By — Displays the name of the person who made the revision. Revision Date/Time — Displays the timestamp of the revision. Revsion Details — Displays details about the revision. Explanation — Displays the explanation provided for the revision.
Total Planned	This field displays the total dollar amount available for this expense authorization. It displays in the employee's pay currency, for example, 'USD' for United States dollars. This is a non-editable field.
Currency	This field displays the currency for the authorization, for example, 'USD' for United States dollars. This is a non-editable field.
Submit	In Expert mode, click this button to submit the expense authorization. In Wizard mode, this button is incorporated within the wizard interface.
Void	Click this button to display the Void dialog box, where you can enter an explanation and mark the expense authorization as voided.