Expense Report Status

Use the Expense Report Status screen to review which expense reports have overdue tasks and to send reminders to appropriate persons when they have tasks to complete.

Saving Expense Report Status Parameters

If you have a certain set of criteria that you are going to use often, you may now save those settings for retrieval and use again during a manual running of the report. Your saved criteria may also be used on the Processes/Scheduling screen. The saved criteria allow you to set up a scheduled process for the Expense Report Status which uses those selections.

Once you have selected the criteria for your report, click the Save button on the toolbar. You will be asked to provide a unique code and a description for your saved parameter. After the description, there are three check boxes, Public, Print Report, and Send Notification. If you select the Public check box, then your saved parameters will be available for anyone to use. The Print Report and Send Notification check boxes are selected by default, and are used to trigger the printing of the results and sending of notifications if you run the Expense Report Status as a scheduled process.