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These help topics provide information about key concepts and components to help you enter expense reports in iAccess.
Related topics:
- Expense Report Status
Expense report status displays above the grid on the Expense Reports form. It also displays next to each expense report on the expense report selection list. The expense report status is important because it indicates where the expense report is in the processing workflow, enabling you to keep track of the expense reports that you are currently working on, those that have been submitted, and those that have been paid. - Expense Categories
Your system administrator can set up expense categories to use for standard expense report entries. These categories enable you to apply predefined values when you select expense details for your expense reports. - Credit Cards and Expense Reports
If you implement the Credit Card feature in Vision, your iAccess expense reports can include basic credit card information that was assigned while entering your expense report information in Vision. - Currency and Exchange Rate Overrides
When you post an expense, iAccess normally uses the default currency and exchange rate that are in effect on the date that you enter for the expense item. However, you can use the Currency Override dialog box to change the default currency or exchange rate when the published currency or exchange rate does not apply to the expense item. For example, if you are traveling in multiple countries and enter expenses in different currencies on the same report, you can override the default currency for those specific transactions. - Vision Screen Designer and
iAccess Expense Reports
The Vision Screen Designer enables system administrators to tailor screens and tabs to meet the requirements of their firm and individual users. When the Screen Designer is used to update elements in the Vision Expense Report application, the same updates are automatically applied to Expense Reports in iAccess.
Parent Topic: Expense Reports