Expense Reports Grid of the Approval Center Form

Use the Expense Report grid on the Approval Center form to access and perform approval workflow tasks for expense reports.

Contents

Field	Description
Selection Check Box	Selects the row before applying actions from the Actions menu.
Approval Action	This column displays the Action Required drop-down list for the record type. Click the Action Required field to display the approval workflow options available. Approve: Select this option to approve the item. On the Approve dialog box, enter a comment as needed, and click OK. The approval process continues to the next step based on the configured approval workflow for the record. This option is available based on the state of the workflow. Reject: Select this option to reject the item. On the Reject dialog box, enter a required comment and click OK. Based on the configured approval workflow for the record, the record could be sent back to the employee who submitted it. The Reject action does not display if: You make changes to a record while the workflow state is In Review. If the Reject Action field is set to None on the Workflow tab in Settings > Workflow > Approval Workflows in the desktop application for an approval workflow . You do not have the appropriate approvals workflow access rights, based on approvals workflow configuration Reassign: Select this option to open the Change Assignment dialog box and assign an additional employee to the current approval step for the record or move the approval assignment from one approver to another employee. This option is available if the Allow Approvers to Reassign option is selected on the General tab of Settings > Workflow > Approval Workflows in the desktop application. The option is also available if you are the approval administrator for the record's approval workflow. Reopen: Select this option to push an approved record back to the last step of the approvals workflow. This option displays while you are viewing an approved record. This option is available if the Allow Employees to Reopen Closed Approval check box is selected on the General tab of Settings > Workflow > Approval Workflows in the desktop application.
My Action Required	This column displays the recommended action for the record based on the approval workflow.
Workflow State	This column displays the state of the record based on the approvals workflow. Possible states are: Start In Progress In Approval In Review Waiting Completed Cancelled
Step	This column displays the step number of the record based on the workflow configuration.
Employee Name	This column displays the name of the employee for the associated record.
Report Name	This column displays the name of the expense report.
Report Date	This column displays the date when the expense report was created.
Total Expenses	This field displays the total amount of all the expense items on the expense report. This includes any company-paid items. However, if firm uses multiple currencies, this field displays the total amount, in the functional currency of the employee's company, of all the expense items as listed in the Payment Amount column in My Stuff > Expense Reports, including company-paid items.
Company Paid	This column displays only if your system administrator selected Yes for Allow Company Paid Expenses on the Options tab in Expense Settings. for the employee's company. This column displays a check box. If the check box is select, then the line item is company paid. Company-paid expenses are reimbursed to the vendor, not the employee.
Advance Applied	This column displays the amount of any advances paid to the employee to cover expenses. This amount includes repayments for expenses for which the employee paid.
Total Due	This column displays the total amount that your firm owes to you for the expenses included on the expense report: Total expenses - Total company-paid expenses - Advances.
Company Name	This column displays the company associated with the request.
Employee	This column displays the employee number of the employee who is associated with the request.
Expense Report Group	This column displays the expense report group that the employee belongs.
Status	This column displays the current status of the employee expense: In Progress, Submitted, Approved, or Posted.
	Display the Approval Progress dialog box for the selected row. This option displays at the right end of the row when you select it or hover you mouse cursor over a row.