| Field | Description |
|---|
| Expense Report Type
|
Use the drop-down list to select the expense report type. The valid expense report types are those that are linked to the expense class of the employee.
This field displays in the header area after you successfully create the authorization.
|
| Expense Authorization
|
This field displays only if the selected expense report type has an authorization type set to
Optional or
Required. If approved expense authorizations are available, select the appropriate one from the drop-down list.
This field displays in the header area after you successfully create the authorization.
|
| Close Blanket
|
Select this check box if you want to close the blanket authorization after this expense report is processed. Blanket authorizations are used to cover expenses that will occur over a period of time, such as for a series of upcoming business trips. Once you close the authorization, it is no longer available for use with other expense reports, which may be desirable if the authorized limit has been reached or if the authorization is no longer needed. Once closed, it can be reopened from the Expense Authorization screen.
If you select a blanket authorization, the
Close Blanket option displays.
|
| Short Description
|
Enter a short description for the expense report. There is a limit of 30 characters for this field and it is required.
This information displays in the header area after you successfully create the expense report.
|
| From
|
This field defaults to the current date. To change the date, enter it manually, or select a date from the calendar that displays below the field. In the two-month view, the calendar displays the default month and date on the right and the previous month on the left. Click the arrows at the top of the calendar to change the month. The date you enter or select in the
From field automatically displays in the
To field. The value you enter must be valid date format, which are numeric characters. The date format is "MM/DD/YYYY."
The date you enter or select in this field automatically displays in the
Start Date field of the Locations tab. If you change the
From date within the Purpose tab of an existing expense report, the system will prompt you to update the
Start Date within the Locations tab.
|
| First Day of Trip
|
Select this check box if the
From Date you entered represents the first day of the trip. If it is a continuation of the trip, leave this check box clear.
|
| To
|
This field is initially blank, but after you select a date in the
From field, that date displays as the default date in the
To field. To change the date, enter it manually, or select a date from the calendar that displays below the field. In the two-month view, the calendar displays the default month and date on the left and the next month on the right. Click the arrows at the top of the calendar to navigate to a different month. The value you enter must be valid date format, which are numeric characters. The date format is "MM/DD/YYYY."
The date you enter or select in this field automatically displays in the
End Date field of the Locations tab. If you change the
To date within the Purpose tab of an existing expense report, the system will prompt you to update the
End Date within the Locations tab.
|
| Last Day of Trip
|
Select this check box if the
To Date represents the last day of the trip. If the trip will continue and be entered on a separate expense report, leave this check box clear.
This field displays only if the expense report is for a per diem expense report type.
|
| Purpose
|
Enter the purpose for the expense report. This can be much longer than the short description. This field is also required.
|
| User Defined #1
|
The function and purpose of this field is determined by your system administrator. Typically, this field either displays as a drop-down menu, where you must select a pre-determined value, or it is an edit field, where you can directly enter the requested information. If validation attributes have been assigned to this field, you may possibly receive warning or error messages.
|
| User Defined #2
|
The function and purpose of this field is determined by your system administrator. Typically, this field either displays as a drop-down menu, where you must select a pre-determined value, or it is an edit field, where you can directly enter the requested information. If validation attributes have been assigned to this field, you may possibly receive warning or error messages.
|
| User Defined #3
|
The function and purpose of this field is determined by your system administrator. Typically, this field either displays as a drop-down menu, where you must select a pre-determined value, or it is an edit field, where you can directly enter the requested information. If validation attributes have been assigned to this field, you may possibly receive warning or error messages.
|
| Cancel
|
This button displays in the Create mode. Click
Cancel to exit create mode and return to the Expense Report Welcome screen.
|
| Continue
|
This button displays in the Create mode. After completing fields on the Purpose tab, click
Continue to advance to the Location(s) tab.
|
| Reset
|
This button displays in the Edit mode, after the expense report is created. Click
Reset to clear any modifications you have made without saving them.
|
| Update
|
This button displays in the Edit mode, after the expense report is created. Click
Update to save the changes you have made.
|
