Expense Fields
This section describes the fields and actions on the Expenses workspace.
Card Part Fields
Field | Description |
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Expense Sheet No. | This field displays the number of this expense report. |
Job | This field displays the name and number of the job for which the expenses in the current record were incurred. |
Employee | This field displays the name of the employee whose expense entries are listed in the workspace. |
Total Amount | This field displays the following information:
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Period | This field displays the period during which this expense occurs. |
Currency | This field displays the specified currency for the expense sheet.
Specifying a value in the Exchange Rate field overrides the default exchange rate Maconomy uses for this currency. Maconomy then applies the specified exchange rate to the lines of the expense sheet that use this currency. |
Exchange Rate | This field displays the exchange rate for the specified currency.
If a user does not specify an exchange rate, Maconomy uses the default rate for the currency. If a user changes the value of this field, Maconomy uses that value instead. |
Status | This field displays the status of the current expense sheet. It can have one of the following values:
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Settlement Status | This field displays whether the related vendor entries have been settled (paid). |
Copy from Expense Sheet | If you copied lines from another expense sheet, this field displays that expense sheet's number. |
Card Part Actions
Button | Description |
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+ New Expense Sheet | Click this action to create an expense sheet. |
Click this icon to refresh data in the current workspace. | |
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Click to display the list view. Click to display the detailed view. |
Save | Click this action button to save changes to the current record. After saving changes, the record status updates accordingly, and the Save action button is disabled until additional changes are made. |
Revert | Click this action button to undo changes made to the current record, or to any of its lines. |
Submit |
Click this action button to submit a record for approval. After submission, the record status is updated, and this action is disabled until you make additional changes. Note: This action is shown only for users with the required permissions, and when the job uses approval hierarchies, or follows a simple workflow.
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Approve | Click this action button to approve the current record.
Note: This action is shown only for users with the required permissions, and when the job uses approval hierarchies, or follows a simple workflow.
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Reject... | Click this action button to reject the current record.
Note: This action is shown only for users with the required permissions, and when the job uses approval hierarchies.
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Other Actions |
In the Expenses workspace, this drop-down list includes the following actions:
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- Related Topics:
- Registrations Tab
This section describes the fields and actions on the Registrations tab of the Expenses workspace. - Receipts Tab
This section describes the fields and actions on the Receipts tab of the Expenses workspace.