Expense Reports

The Expense Reports area of the Employee workspace is an expense tracking tool that enable you to enter your own expense reports and submit them for processing from within iAccess.

Use the Expense Reports area to:

• Enter an expense date, description, and dollar amount for each expense item.
• Define project, phase, task, and account values associated with each expense item.
• Determine company-paid and billing options for each expense item.
• Select predefined expense categories for processing expense items, when applicable.

You can create and edit an expense report at any time, using as many rows as you need to record all your expenses. When you have completed an expense report, submit it to a designated administrator for approval. The access rights (System, Company, Group, or Staff) that you are assigned in Vision security determine the transactions that you can process within Expense Reports. Your system administrator assigns those access rights.

If alerts are configured in Vision, iAccess can notify approvers when expense reports are submitted for processing and/or when expense line item charges are entered/rejected.