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:

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 display 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 display 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:

You can change the layout of each expense report you are viewing by selecting a different Layout. When you print, the expense report(s) will always print in the default Layout Style set up in the Expense Report Type screen.

 

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