Header Fields on the Expense Report Form
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Header Fields
Field | Description |
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Expense Report Search | Use this field to search for expense reports that you want to review, modify, or process for approval. The displayed search results are restricted, based on your access rights. The search field has two sections. The left section has a drop-down menu with filter options, while the right section displays the search results as a drop-down list.
Click the filter arrow
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If you use multiple companies, the search results display applicable expense reports from all companies, based on your access rights. To sort the search results in the list, click the up/down arrows beside Sorting Options found at the top of the search result list to display the Sorting Options dialog box. Then select an option in the Results List Sort Order drop-down list and click Apply. For step-by-step instructions related to searches, see the following topics in Basics:
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Click these icons on the right side of the
Search field to quickly navigate to the next or previous expense report if the search result contains multiple records. An info bubble may display while you are navigating through the reports. Click
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+ Add Expense Report | Select an option to create an expense report:
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Employee Image | When you create a new expense report for yourself or for someone else, an employee image is automatically included in the expense report if one is available in the Employees hub. |
Expense report name | When you create a new expense report, enter a name for the expense report in this field above the grid. If you need to change the name of an expense report, click
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Report date | When you create a new report, this field defaults to the current date. You can enter a date directly in this field or click
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Employee | This field displays the name of the employee for whom the expense report was created. Click the field to display the Employee dialog box, on which you can view more information about the employee. (You can also access the Employee hubs from the Employee dialog box by selecting the
Go to Employee Hub option in the
Action drop-down menu.)
If you use multiple companies, the employee name is followed by the company that the employee's expense report is associated with. |
Report Status | The field displays the status of the expense report: In Progress, Submitted, Approved (if you use approvals), or Posted. Each expense report has a status that reflects its current processing stage. The status changes as the expense report moves through the process. |
Payment Status | This field displays the payment status of the expense report: blank, To Be Paid, or Paid. This field is blank until the expense report is posted. If it is posted but not yet paid in full, it contains To Be Paid. When it is both posted and paid in full, it contains Paid. |