Use the drop-down box to select the action that you wish to perform. The available options are:
Mark Expense Reports/Advances Processed
Un-Mark Processed Expense Reports/Advances
The default value is "Mark Expense Reports/Advances Processed."
How this field works depends on the option you select for the Action drop-down box. If you select "Mark Expense Reports/Advances Processed," this will be an edit field. If you select "Un-Mark Processed Expense Reports/Advances," this field will be a drop-down box.
If this field is editable, you will supply the batch ID that will be used to update the expense report records. In this case, the Batch ID field is required and must be unique; otherwise, the system will display error messages as follows: "Batch ID is required" or "Batch ID has already been used. Please enter a different one."
If you selected "Un-Mark Processed Expense Reports/Advances," this field will be a drop-down box from which you will select the batch ID to specify the expense reports for which the statuses will be set to "Approved." The available options are those batch IDs that have been assigned to processed expense reports. The default value for the drop-down box is "Select." If you do not select a batch ID before selecting the Execute pushbutton, the system will display the following message: "Batch ID is required."
The availability of this field depends on your selection in the Action drop-down box. If you selected "Un-Mark Processed Expense Reports/Advances," this field will be disabled. If you selected "Mark Expense Reports/Advances Processed," use this drop-down box to select the function of the supervisor/administrator. The available selections depend on the rights that you have as a supervisor in the system. If you have more than one functional role in the system, the default will be "Select." If you have just one functional role, it will be the default.
If you have not made a selection in the Function drop-down box when you select the Execute pushbutton, the system will display the following error message: "No function is selected."
Your selection determines which groups display in the group list. For example, if you have a primary supervisor function set up in your Functional Roles screen and select "Primary Supervisor," the groups to which you have primary supervisory rights will display in the group list. Please see the "Functional Roles" section of the Deltek Expense Getting Started Guide for more information.
The availability of this field depends on your selection for the Action drop-down box. If you selected "Un-Mark Processed Expense Reports/Advances," this field will be disabled. If you chose "Mark Expense Reports/Advances Processed," select the group(s) whose employee expense reports you want to include. The list displays in alphabetical order.
If you have not selected at least one option in the Group field when you select the Execute pushbutton, the system will display the following error message: "At least one Employee Group needs to be selected."
The availability of this field depends on your selection for the Action drop-down box. If you select "Un-Mark Processed Expense Reports/Advances," this field will be disabled. If you select "Mark Expense Reports/Advances Processed," use the drop-down box to select the expense report type you want to use. The valid values are all expense report types set up in your system. "All" is the default.
If you select "Mark Expense Reports/Advances Processed" in the Action drop-down box, click 
to the right of the field to select a start date. If you select the Execute pushbutton without choosing a start date, the application will consider all expense reports dated before the date entered in the End Date field. If you select "Un-Mark Processed Expense Reports/Advances" in the Action drop-down box, this field will be disabled.
If you select "Mark Expense Reports/Advances Processed" in the Action drop-down box, click to the right of the field to select an end date. If you select the Execute pushbutton without choosing an end date, the application will consider all expense reports dated after the date entered in the Start Date field. If you select "Un-Mark Processed Expense Reports/Advances" in the Action drop-down box, this field will be disabled.
Select the Execute pushbutton to load the Results tab with the expense reports that meet the selected criteria.
If the system finds no expense reports that meet the criteria, it will display the following error message: "No expense reports found that meet the selection criteria."
If you select "Mark Expense Reports/Advances Processed" for the Action drop-down box, the Results tab will display expense reports that meet these criteria:
Expense report or advance has an "Approved" status.
The employee for the expense report or advance must be a member of at least one of the selected groups.
The expense report type must match your selection in the Type drop-down box (if "All" is not selected).
If you supply a date for the Start Date field, the expense reports or advances must have a date later than or the same as the start date.
If you supply a date for the End Date field, the expense reports or advances must have a date earlier than or the same as the end date.
The expense report or advance is not currently being exported.
If you select "Un-Mark Processed Expense Reports/Advances" for the Action drop-down box, the Results tab will display all expense reports and advances that have been assigned the selected batch ID.
Select the Close pushbutton to close the screen and return to your default screen.
