| Field | Description |
|---|
| Function
|
Use this drop-down list to select the functional role for which to query employee expense reports. All of the functional roles that are set up in your system and that are linked on the Employee Groups screen display in alphabetical order, with
Self being the default.
|
| Group
|
Once you have selected the functional role, the groups to which the role is linked populate the Group section in alphabetical order. Highlight the group or groups that you want to query.
|
| Type
|
Use this drop-down list to select the expense report types you want to query. All expense report types that have been set up appear in the drop-down list in alphabetical order.
|
| Special Filter
|
Use this drop-down list to apply filters to the query. The options are
None,
Missing Receipts,
Over Ceiling, and
Unallowable. The default value is
None.
|
| Start Date
|
This date is derived from the expense report date. To change the date, enter it manually, or select a date from the calendar that displays below the field. In the two-month view, the calendar displays the default month and date on the right and the previous month on the left. Click the arrows at the top of the calendar to change the month. The value you enter must be valid date format, which are numeric characters. The date format is "MM/DD/YYYY."
|
| End Date
|
This date is derived from the expense report date. To change the date, enter it manually, or select a date from the calendar that displays below the field. In the two-month view, the calendar displays the default month and date on the left and the next month on the right. Click the arrows at the top of the calendar to navigate to a different month. The value you enter must be valid date format, which are numeric characters. The date format is "MM/DD/YYYY."
|
| Sort By
|
Select the order in which the employee expense reports should appear in the Results table after you click
Execute.
The available options are
Employee Name,
Status, and
Expense Report ID. 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 and Counts
|
The
Status check boxes work in conjunction with the
Counts fields. When you click
Execute, Deltek Expense displays the number of expense reports for each check box that is selected. 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, the system displays an error message when you click
Execute.
|
| Draft
|
Select this check box to display employees whose expense reports have a status of
Draft. The number of draft expense reports displays in the
Counts field.
Draft status means the employee has an expense report that has not yet been submitted.
|
| Submitted
|
Select this check box to display employees whose expense reports have a submitted status. The number of submitted expense reports displays in the
Counts field.
Submitted status means the expense report has been signed but not approved.
|
| Under Review
|
Select this check box to display employees whose expense reports are under review. The number of expense reports under review displays in the
Counts field.
Under Review status means some of the supervisors have approved the expense report, but not all.
|
| Approved
|
Select this check box to display employees whose expense reports have an approved status. The number of approved expense reports displays in the
Counts field.
Approved status means all supervisors have approved the expense report.
|
| Rejected
|
Select this check box to display employees whose expense reports have a rejected status. The number of rejected expense reports displays in the
Counts field.
Rejected status means one supervisor has rejected the expense report.
|
| Processed
|
Select this check box to display employees whose expense reports have a processed status. The number of processed expense reports displays in the
Counts field.
Processed status means the expense report has been successfully exported.
|
| Voided
|
Select this check box to display employees whose expense reports have a voided status. The number of voided expense reports displays in the
Counts field.
Voided status means an employee or a supervisor has voided an expense report.
|
| Execute
|
Click
Execute to display the selected counts and to display the list of employees within the selected group or groups.
If no employees exist in the selected group with the selected statuses, the system displays an error message.
The number of employees that can display is determined by the number entered by the System Administrator in the
Max Search Rows field on the General Options tab of the General Configuration screen.
|
on the toolbar.