Table Layout

The grid on the Claimed Expense(s) screen displays the expenses that have been added to the expense report. It also displays certain details about the expense that were established when the expense was added or edited.

To change the layout of the table, select one of the following options from the Layout drop-down menu:

  • Category Columns
  • Date Columns
  • Standard

    The differences between these options are described in further detail below.

Category Column View

In this layout option, expense categories display from left to right across the top of the table, and the expense dates are listed from earliest to latest in the first column.

The categories that display depend on the expense report type that you select. The table expands vertically to accommodate the number of expenses entered and horizontally if more than seven categories exist.

If more than one category exists with the same date, the total amount of all expenses for that date displays in the column. To view the individual expense, click on the expense amount, and then select the expense you wish to view or edit.

Date Column View

In this layout option, the expense dates display from left to right across the top of the table, and the expense categories are listed in the first column.

The categories that display depend on the expense report type that you select. The table expands horizontally as you add more dates.

If more than one category exists with the same date, the total amount of all expenses for that date displays in the column. To view the individual expense, click on the expense amount, and then select the expense you wish to view or edit.

Standard View

This view displays the expenses in the order they were entered. Each row includes the following fields:

  • Expense ID — This field displays the ID number that identifies the expense. Click it to view the details of the expense.
  • Category — This field displays the category label, which is determined by the expense report type.
  • Type — This field displays the expense type that was selected.
  • Date(s) — This field displays the start and end dates of the expense. If the start/end dates are not required, this field displays the expense date.
  • Description — This field displays the short description that was entered for each expense.
  • Amount — This field displays the amount in the user's pay currency.
Note: You can change the layout of each expense report you are viewing by selecting a different Layout. When you print, the expense report(s) always print in the default Layout Style set up on the Expense Report Type screen.