Expense Report window
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Employee |
The name of the employee submitting the expense report |
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Description |
A short description of the expense report |
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Notes |
A more lengthy description of the expense report |
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Report dates: |
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Begin date |
The earliest date of expenses you include on this report |
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End date |
The latest date of expenses you include on this report |
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Report amounts: |
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Advance amount |
The amount of any advance payment you received for the expense on this expense report |
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Total amount |
The total amount of all expense listed on the expense report |
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Date |
The date of the expense |
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Project |
If the expense is associated with a project, enter the name of the project. Do not enter a project if this is a personal expense. |
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Phase |
If the expense is associated with a phase, enter the name of the phase. Do not enter a phase if this is a personal expense. |
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Expense Item |
A description of the expense |
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Payee |
The recipient of the payment you made for the expense |
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Units |
If units are associated with the expense, the number of units. For example, if you are entering an expense for gas mileage, you would enter the number of miles you drove. |
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Unit Rate |
If units are associated with the expense, the amount your company will reimburse you for each unit |
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Amount |
The amount of the expense |
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Reference |
Number used to group and summarize similar items on the credit card bank register For example, on your credit card, you have separate charges for the hotel room and for parking at the hotel. On your expense report, you enter H100 as a reference number for both the room charges expense item and the parking expense item. If the expense is to be reimbursed on a vendor invoice, this field is for reference only on the expense report. |
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Credit card |
If you charged the expense on a company credit card, the credit card you used
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Personal expense |
Select this check box if this is a personal expense and you charged it on a company credit card. Ajera then enters the expense as a negative distribution on the vendor invoice for the expense report. |
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Optional columns: |
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Any attachments related to the item You can click the attachments icon in the table to add, change, or open attachments. The column displays |
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Notes |
Any notes entered by the employee submitting the expense report |
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Manager notes |
Any notes entered by the manager approving the expense report |
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Reject by |
The person who rejected the item |
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if there are
no attachments, and 
if there are attachments. 