Clear Expense Reports
Use the Clear Expense Reports screen to delete unwanted expense report information from the database.
The application deletes selected rows from the following tables: EXP_RPT_TASKS_EMPL, EXP_RPT_TASKS, EXP_RPT_REVISION, EXP_RPT_PAYMENT, EXP_RPT_EXPENSE_OTHER, EXP_RPT_EXPENSE_DAY, EXP_RPT_EXPENSE_CHARGE, EXP_RPT_EXPENSE_ATTENDEE, EXP_RPT_EXPENSE, EXP_RPT_CHARGE_ALLOCATIONS, EXP_RPT_ADVANCE, and EXP_RPT.
Display the Clear Expense Reports Screen
You access the Clear Expense Reports screen from the Time & Expense domain.
- Click .
Contents of the Clear Expense Reports Screen
Use the fields and options to configure the Clear Expense Reports screen.
Criteria
Field | Description |
---|---|
Last Name |
Use this filter to enter the last name of the employee whose expense report you want to clear. By using the percent (%) sign, you can enter a portion of the last name. Example: If you know the last name ends with "son," enter "%son" in this field. |
Expense Report ID |
Use this filter to enter the expense report ID for the expense report you want to clear. By using the percent (%) sign, you can enter a portion of the expense report ID. Example: If you know the last three digits of the ID are "625," enter "%625" in the field. |
Expense Report Type |
Click
|
Sort By |
Select the order in which the expense reports should appear in the Results table after you click
The available options are Employee Name, Expense Report ID, Expense Report Type, and Status. The default is Employee Name. If you select Employee Name, the employees are listed in alphabetical order in the Results table. If you select Status, the employees are still listed in alphabetical order; however, they will be additionally grouped by their status. The order of the status grouping follows the order of the check boxes in the Criteria group box. If you select Expense Report ID, the employees are listed in expense report ID order. |
Status & Count |
The
Status check boxes work in conjunction with the
Count fields. When you click For example, if you selected the
Approved check box, the system displays the number of approved expense reports found in the selected group(s). As the default, all check boxes are selected. If you leave all the check boxes unselected and then click
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Clear Expense Report Results
Expense reports that match the criteria specified are displayed in the Results table. You may select individual expense reports for deletion by selecting the check box to the far left of the individual row. If you want to select all of the expense reports in the Results table, select the check box at the top left of the table.
Field | Description |
---|---|
Delete | Click
Delete to remove the selected expense reports from the database. Remember that once you delete the expense report, it is gone forever.
Once the expense report is cleared, any attached expense authorizations are updated to an Approved status and are available for use with a new expense report. When you clear an expense report from Deltek Expense, any associated correcting expense reports are also removed. |