Fields and Options
Use the fields and options on the Expense Reports form and related dialog boxes to complete expense report tasks.
- Related Topics:
- Expense Reports Form
Use the Expense Reports form to create an expense report and enter the expense items. Use the fields at the top of the form to enter or review general information for the expense report. In the grid, enter the individual expense items. - Print Report Dialog Box in Expense Reports
You can print an expense report at any time. - Matched Credit Card Charges Dialog Box
Use this dialog box to confirm suggested matches between imported credit card charges and existing expense lines. - Credit Card Charges Pane
Use this pane to associate credit charges with an expense report. - Currency Override Dialog Box
If you use multiple currencies, you can use the Currency Override dialog box to select a different currency or exchange rate for one or more items on your expense report. This is useful in situations where the assigned default currency or exchange rate does not apply to the expense item that you are entering. - Expense Report Settings Dialog Box
Use the dialog box to indicate if you want to automatically generate either a Detailed Expense Report or Summarized Expense Report each time that you submit an expense report for processing. You can also specify whether you want expense reports listed in the selection list by expense report name or date. - Expense Report Receipts Dialog Box
Use this dialog box to upload copies of your receipts and attach them to an editable expense report. - Expense Line Receipts Dialog Box
Use this dialog box to upload copies of your receipts and attach them to an expense line in your expense report. - Approval Timeline Dialog Box
If you have the employee expense approvals workflow with expense line approvals enabled, use this dialog box to view information about the approval progress for a record, such as who is assigned to the approval steps and the dates on which actions were taken for the approval steps. - General Detail Dialog Box
Use the General Detail dialog box to enter additional information about an expense line item. You can display this dialog box if the expense category for the expense is associated with the General detail type or when no category is assigned to the expense. - Travel Detail Dialog Box
Use the Travel Detail dialog box to enter additional information about a travel expense line item. You can display this dialog box if the expense category for the expense is associated with the Travel detail type. - Business Meals Detail Dialog Box
Use the Business Meals Detail dialog box to enter additional information about a meal expense line item. You can display this dialog box if the expense category for the expense is associated with the Business Meals detail type. - Approve Dialog Box
Use the dialog box to enter a comment before approving an expense approval record. - Reject Dialog Box
Use the dialog box to enter a comment or reason why you rejected the expense report. - Expense Report Custom Search Dialog Box
Use the Expense Report Custom Search dialog box to create and apply custom search filters for expense reports. You can save the searches for future use. - Tax Codes Dialog Box in Expense Reports
If you use the Tax Auditing feature in Vantagepoint, use this dialog box to enter the tax code, description, and amount for the current expense item. - Change Assignment on Current Step Dialog Box
Use the dialog box to assign another employee to perform the expense report approval on your behalf or on behalf of another approver. - Reopen Dialog Box
Use the dialog box to enter a comment before reopening an expense report.
Parent Topic: Expense Report