The expense reports and advances that display in the Results tab table are determined by the criteria you selected in the Criteria tab. The number of expense reports and advances displayed is determined by the number supplied in the Max Table Rows field in the General Options tab of the General Configuration screen. If there are more expense reports or advances to be displayed, the More pushbutton will display on the bottom of the screen.
Select the records you want to include and click Update.
This non-editable column displays the advances and expense reports. The advances display first, followed by the expense reports.
This non-editable column displays the name of the employee on the expense report. If the system is configured to show employee IDs (the Show Employee ID check boxis selected in the Miscellaneous tab of the General Configuration screen), the ID, in parentheses, will display after the employee name.
To select all displayed expense reports/advances, select the check box in the header of the table. This will select the check boxes for all of the rows in the table. To select individual rows in the table, select the check box to the left of the row or rows that you want to execute.
The Update pushbutton will not be enabled until you select an expense report(s) in the Results tab table.
You can select the More pushbutton, if it displays, to view the next set of expense reports/advances. If you select expense reports or advances before selecting the More pushbutton, the system will display the following message: "Current selection of records will be lost. Do you want to continue?"
If you select Yes, the next set of expense reports will display and the current selection will be cleared. If you select No, the current selection of expense reports will remain.
Select the Update pushbutton to update the database with your selection in the Action drop-down box. The Update pushbutton will remain disabled until you have selected advances and/or expense reports in the table.
If you select "Mark Expense Reports/Advances Processed" as the Action:
The expense report/advance status will be updated to "Processed."
The expense report/advance batch ID will be updated with the Batch ID from the Criteria tab.
If you select "Un-Mark Processed Expense Reports/Advances" as the Action:
The expense report/advance status will be updated to "Approved."
The expense report/advance batch ID will be changed to null.
When the updating is complete, the system displays the following message: "Process completed successfully."
Select the Close pushbutton to close the screen and return to your default screen.
