Procedures
You open, enter, submit, approve, and view or print expense reports from Time and Expense.
Related Topics:
- Post Time & Expense Expense Reports in Transaction Posting
You can post expense reports that were entered in Time & Expense in Transaction Posting. - Purge Expense Reports
Use the purge function to delete posted expense reports from your database. You must have Group, Company, or System access to the Expense Report application and approval rights to purge expense reports. - Process Employee Personal Expenses Paid for with a Company Credit Card
Personal expenses that employees pay for with a company-issued credit card that must be repaid to the company can be processed using the Credit Card feature when you import charges from your credit card statement. - View Progress of Line Item in an Expense Report
You can check the progress of a line item in the Expense Report grid. - Procedures - Opening Expense Reports
You can open your own expense report or, with proper authorization, open the expense report of another Vision user. - Procedures - Entering Expense Report Data
You can copy or delete an expense report. You can also add, split, or delete imported credit card charges for an expense report. - Procedures - Working with Supporting Documents
You can upload supporting documents and attach them to expense reports. - Procedures - Overriding Exchange Rates
If you use multiple currencies, you can override the exchange rate for a single line item on an expense report or for an entire expense report. - Procedures - Submitting Expense Reports
You can submit your own expense reports. If you have the proper authorization, you can also submit an expense report for another employee. - Procedures - Approving Expense Reports
If you have the proper authorization, you can approve an expense report or change its status. - Procedures - Printing Expense Reports
You can print status reports that summarize employee expense reports, as well as print individual or multiple expense reports.
Parent Topic: Expense Report Overview