Open an Expense Report

You can use iAccess to create a new expense report or open and update an existing expense report.

Prerequisites: Your access to the Expense Reports area requires the following:

• Your security role must have access to the Employee workspace and the Expense Reports area as defined on the iAccess tab of the Roles form in Vision (Configuration > Security > Roles).
• You must be linked to an active Vision employee record.

Note also that if you are an active employee in more than one company in Vision, you can only view and edit your expenses for your home company in iAccess. If you need to access an expense report for a different company, you must do that in Vision.

Your expense report processing capabilities also depend on how your system administrator defines other settings in Vision. Contact your system administrator if you have questions.

To open an expense report, complete the following steps:

1. In the Employee workspace, click to go to the Expense Reports area.
2. Do one of the following:
   • To add a new expense report, click + Add next to the expense report search field.
   • To make changes or additions to an existing expense report, continue with step 3 to use the search field to select and display the expense report.
3. On the drop-down list at the left end of the search field, do one of the following:
   • Click ALL to select from a list of all of your expense reports.
   • Click IN PROGRESS to select from a list of your expense reports with the In Progress status.
   • Click UNPAID to select from a list of your expense reports with the Unpaid payment status.
   • Click PAID to select from a list of your expense reports with the Paid payment status.
4. If you need to filter the list further, do any of the following in the search field:
   • To display a list of expense reports with names that begin with a specific single character, type the character in the field and pause.
   • To display a list of expense reports with names that contain a specific sequence of two or more characters, type the characters in the field and pause.
   • To display the full list, click at the end of the field.

   Tip: If you enter characters in the search field and then want to remove them, you can click the icon at the end of the field to clear the field.

   Tip: The number of expense reports in the current search results displays at the right end of the search field.

5. If necessary, scroll the list to locate the expense report you want.
6. Click the expense report to display it.