Use this screen to review which expense authorizations have overdue tasks and to send reminders to appropriate users when they have tasks to complete.
Use this screen any time you want to check expense authorization statuses.
If you have a certain set of criteria that you are going to use often, you may now save those settings for retrieval and use again during a manual running of the report. Your saved criteria may also be used in the Processes/Scheduling screen. The saved criteria allow you to set up a scheduled process for the Expense Report Status which uses those selections.
Once you have selected the criteria for your report, hit the Save button on the toolbar. You will be asked to provide a unique code and a description for your saved parameter. After the description, there are 3 check boxes, Public, Print Report & Send Notification. If you check Public, then your saved parameters will be available for anyone to use. Print Report and Notification are checked by default, and are used to trigger the printing of the results and sending of notifications if you run the Expense Report Status as a scheduled process.
The tabs available in this screen are Criteria, Results, and Notifications.
Use the Criteria tab to provide the search criteria for the inquiry/report. The Results tab displays the expense authorization status results. You can also print the report from the Results tab. Use the Notifications tab to set up the types of notifications that should be sent.