Select a filter from the drop-down box. By selecting a particular filter, you can view expense reports that have certain overdue tasks ready for reporting or workflow notification. The available filters are:
Overdue Signature - When an employee creates an expense report, the system creates a task for the employee to sign the expense report. The number of days/hours/minutes the employee has to sign the expense report is determined in the Expense Report Tasks tab of the Expense Report Types screen. If the time has expired, the system will consider the expense report to be "Overdue Signature." If you choose this filter, the system will select expense reports that have not been signed for purposes of reporting and/or workflow notification. This workflow notification will be made to the employee.
Overdue Approval - When an expense report is signed, the system may create one or more tasks for supervisors, or other functional roles, to approve the expense report or the charges' allocated expenses. The number of days/hours/minutes the functional role has to do the approval is determined in the Expense Report Tasks tab of the Expense Report Types screen. If the time has expired, the system will consider the expense report to be "Overdue Approval." If you choose this filter, the system will select expense reports that have overdue approvals for purposes of reporting and/or workflow notification. This workflow notification will be made to employees that have a functional role that gives them approval over the expense report employee or charges.
Overdue Receipts - When an expense report is signed, the system may create a task for the employee to submit receipts for the expense report, if any are required. The number of days/hours/minutes the functional role has to receive the receipts is determined in the Expense Report Tasks tab of the Expense Report Types screen. If the time has expired and receipts are still outstanding, the expense report is deemed "Overdue Receipts." If you select this filter, the system will select expense reports that have overdue receipts for purposes of reporting and/or workflow notification. This workflow notification will be made to employee.
When an expense report is signed, the system may create one or more tasks for supervisors, or other functional roles, to review the expense report or the charges' allocated expenses. The number of days/hours/minutes the functional role has to do the review is determined in the Expense Report Tasks tab of the Expense Report Types screen. If the time has expired, the system will consider the expense report to be "Overdue Review." If you choose this filter, the system will select expense reports that have overdue reviews for the purpose of reporting and/or workflow notification. This workflow notification will be made to employees that have a functional role that gives them rights to review the employees' expense reports or charges.
Overdue Receipt Images - When an expense report is signed, the system may create a task for the employee to submit receipt images for the expense report, if any are required. The number of days/hours/minutes the functional role has to import the receipt images is determined in the Expense Report Tasks tab of the Expense Report Types screen. If the time has expired and receipt images are still outstanding, the expense report will be deemed "Overdue Receipt Images." If you select this filter, the system will select expense reports that have overdue receipts for purposes of reporting and/or workflow notification. This workflow notification will be made to employee.
Select the functional role from the drop-down box. The available selections are the functional roles that have authorization over "Employee" or "Employee and Charge" and have been assigned to the User ID doing the inquiry. The default value is "All."
Your selection determines which groups display in the group list. For example, if you have been assigned a primary supervisor role over certain groups and select "Primary Supervisor," the groups to which you have primary supervisory rights will display in the group list. See the "Functional Roles" section of the Deltek Expense Getting Started Guide for more information.
The groups are listed in alphabetical order. If you have not chosen a group when you click Execute, the system will display the following error message: "No Employee Groups are selected."
Click Select All to select all groups in the list.
This group box displays the list of valid expense report types. You can select one or more expense report types. If you have not chosen an expense report type when you click Execute, the system will display the following error message: "No Expense Report Types are selected."
Click Select All to select all expense report types in the list.
From the drop-down box, select the desired sort criteria:
Due Date - This option will be available if your filter is "Overdue Signature," "Overdue Approval," "Overdue Receipts," or "Overdue Review." The results are sorted by the due date/time. The secondary sort is either "Employee Name" or "Functional Role," depending on the Filter selected.
Employee Name - This option will be available if your filter is "Overdue Signature" or "Overdue Receipts." The results are sorted by the employee last name, first name, middle initial and, if necessary, employee ID. The secondary sort is by "Due Date."
Functional Role - This option will be available only if your filter is "Overdue Approval" or "Overdue Review." The results are sorted by the functional role name. The secondary sort is by "Due Date."
Expense Report Type - This option will be available if your filter is "Overdue Signature," "Overdue Approval," or "Overdue Receipts," or "Overdue Review." The results are sorted by the expense report type description. The secondary sort is by "Due Date."
Click Execute to display the Results tab with the expense reports that meet the selected criteria.
If the system finds no expense reports that meet the criteria, it displays the following message: "No results found."
