Approve Expense Sheet Lines Tab

This section includes the fields and descriptions for the Approve Expense Sheet Lines tab.

Job Island

Field	Description
Job	This field shows the name and number of the job to which the expense sheet lines in the sub-tab pertain. If the sub-tab is empty, the selection criteria do not include any submitted expense sheet registrations for the job.
Non-Invoiceable	If this field is marked, the job is non-invoiceable. The mark is set in the window Jobs.
Project Manager	This field shows the name and number of the employee assigned as the project manager for the current job in the window Jobs.

Amount Island

Field	Description
Approve	This field shows the total of the amounts in the sub-tab with the mark “Approved” in the field “New Approval Status.” The amount is displayed in the currency shown in the field “Currency” in this island.
Reject	This field shows the total of the amounts in the sub-tab with the mark “Rejected” in the field “New Approval Status.” The amount is displayed in the currency shown in the field “Currency” in this island.
Balance	This field shows the total of the submitted amounts in the sub-tab that are neither marked “Approved” nor “Rejected.” The amount is displayed in the currency shown in the “Currency” field in this island.
Unsubmitted	This field shows the total of the amounts in the sub-tab that come from unsubmitted expense sheets. Notice that unsubmitted expense sheet lines are only included if you mark the “Include Unsubmitted” check box. The amount is displayed in the currency shown in the “Currency” field in this island.
Total	This field shows the total of the amounts in the sub-tab. The amount is displayed in the currency shown in the “Currency” field in this island.
Currency	In this field you can select the currency in which you want to display the amounts in the fields above. You can choose between the currencies defined in the Popup Fields window in the Set-Up module. By default, Maconomy will show the base currency of the company to which the current employee is assigned. If the current user has not been assigned an employee number in the Users window in the Set-Up module, the enterprise currency is used by default.

Customer Island

Field	Description
Customer	This field shows the name and number of the customer which the current job concerns. Neither number nor name of the customer can be changed in this window.
Customer Level	This field shows the Customer Level number for the customer in question.

Customer Hierarchy Island

Field	Description
Level 1-5	These fields show the customers in the hierarchy levels above the customer on the line. The customer on the line will be among the names, thus that customer is a member of the hierarchy. These fields are only available if customer levels are set up using the designated System Parameters.

Comment Island

Field	Description
Standard Comment	In this field you can enter a comment to be transferred to a number of lines in the sub-tab. When you select the action “Transfer Comment to Rejected,” “Transfer Comment to Approved,” or “Transfer Comment to Released,” the comment entered in this field is transferred to expense sheet lines with the status indicated by the action name.
Overwrite	If you mark this field, existing comments on expense sheet lines are overwritten when you choose to transfer comments in the Action menu. The field is by default not marked.

Selection Criteria Island

Field	Description
Employee No.	In these fields you can specify a range of employee numbers. The sub-tab will only show expense sheet registrations entered by employees within the specified range. If the range is not completed, the fields do not affect which expense sheet registrations are displayed in the sub-tab.
Activity	The functionality of these fields is similar to that of the field “Employee No.” above.
Task	The functionality of these fields is similar to that of the field “Employee No.” above.
Include Approved	If this field is marked, partially approved expense sheet lines for the current job are also shown if they match the other selection criteria in this island. The field is by default not marked. “Partially approved” means lines which have already been approved by the project manager, but not by the supervisor. By marking this field, you are able to redisplay lines which you have already approved, but which you now want to reject, provided they have not already been fully approved.
Include Unsubmitted	If this field is marked, unsubmitted expense sheet lines for the current job are also shown if they match the other selection criteria in this island. “Unsubmitted” means lines which have been created but not yet submitted. Marking this field allows the supervisor to gain an overview of future expenses and identify employees with outstanding expense sheet lines.
New Approval Status	In this field you can choose to show only those expense sheet lines with a specific approval status in the field “New Approval Status” that matches the other selection criteria in this island. You can choose between blank, “Approved,” “Rejected,” and “Released.” The field is by default not marked, thus allowing the display of lines with all types of approval status.

Selection Criteria, Dimensions Island

Field	Description
Location	The functionality of these fields is similar to that of the field “Employee No.” above.
Entity	The functionality of these fields is similar to that of the field “Employee No.” above.
Project	The functionality of these fields is similar to that of the field “Employee No.” above.
Purpose	The functionality of these fields is similar to that of the field “Employee No.” above.
Spec. 1-3	The functionality of these fields is similar to that of the field “Employee No.” above.
Local Spec. 1-3	The functionality of these fields is similar to that of the field “Employee No.” above.

Quantities Island

Field	Description
Quantity	The functionality of these fields is similar to that of the fields “Approve,” “Reject,” and “Missing” in the island Amount above, but the fields display the totals for the field “Quantity” in the sub-tab.
Quantity 2	The functionality of these fields is similar to that of the fields “Approve,” “Reject,” and “Remainder” in the island Amount above, but the fields display the totals for the field “Quantity 2” in the sub-tab.

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Approve Expense Sheet Lines Tab

This section includes the fields and descriptions for the Approve Expense Sheet Lines tab.

Job Island

Field	Description
Job	This field shows the name and number of the job to which the expense sheet lines in the sub-tab pertain. If the sub-tab is empty, the selection criteria do not include any submitted expense sheet registrations for the job.
Non-Invoiceable	If this field is marked, the job is non-invoiceable. The mark is set in the window Jobs.
Project Manager	This field shows the name and number of the employee assigned as the project manager for the current job in the window Jobs.

Amount Island

Field	Description
Approve	This field shows the total of the amounts in the sub-tab with the mark “Approved” in the field “New Approval Status.” The amount is displayed in the currency shown in the field “Currency” in this island.
Reject	This field shows the total of the amounts in the sub-tab with the mark “Rejected” in the field “New Approval Status.” The amount is displayed in the currency shown in the field “Currency” in this island.
Balance	This field shows the total of the submitted amounts in the sub-tab that are neither marked “Approved” nor “Rejected.” The amount is displayed in the currency shown in the “Currency” field in this island.
Unsubmitted	This field shows the total of the amounts in the sub-tab that come from unsubmitted expense sheets. Notice that unsubmitted expense sheet lines are only included if you mark the “Include Unsubmitted” check box. The amount is displayed in the currency shown in the “Currency” field in this island.
Total	This field shows the total of the amounts in the sub-tab. The amount is displayed in the currency shown in the “Currency” field in this island.
Currency	In this field you can select the currency in which you want to display the amounts in the fields above. You can choose between the currencies defined in the Popup Fields window in the Set-Up module. By default, Maconomy will show the base currency of the company to which the current employee is assigned. If the current user has not been assigned an employee number in the Users window in the Set-Up module, the enterprise currency is used by default.

Customer Island

Field	Description
Customer	This field shows the name and number of the customer which the current job concerns. Neither number nor name of the customer can be changed in this window.
Customer Level	This field shows the Customer Level number for the customer in question.

Customer Hierarchy Island

Field	Description
Level 1-5	These fields show the customers in the hierarchy levels above the customer on the line. The customer on the line will be among the names, thus that customer is a member of the hierarchy. These fields are only available if customer levels are set up using the designated System Parameters.

Comment Island

Field	Description
Standard Comment	In this field you can enter a comment to be transferred to a number of lines in the sub-tab. When you select the action “Transfer Comment to Rejected,” “Transfer Comment to Approved,” or “Transfer Comment to Released,” the comment entered in this field is transferred to expense sheet lines with the status indicated by the action name.
Overwrite	If you mark this field, existing comments on expense sheet lines are overwritten when you choose to transfer comments in the Action menu. The field is by default not marked.

Selection Criteria Island

Field	Description
Employee No.	In these fields you can specify a range of employee numbers. The sub-tab will only show expense sheet registrations entered by employees within the specified range. If the range is not completed, the fields do not affect which expense sheet registrations are displayed in the sub-tab.
Activity	The functionality of these fields is similar to that of the field “Employee No.” above.
Task	The functionality of these fields is similar to that of the field “Employee No.” above.
Include Approved	If this field is marked, partially approved expense sheet lines for the current job are also shown if they match the other selection criteria in this island. The field is by default not marked. “Partially approved” means lines which have already been approved by the project manager, but not by the supervisor. By marking this field, you are able to redisplay lines which you have already approved, but which you now want to reject, provided they have not already been fully approved.
Include Unsubmitted	If this field is marked, unsubmitted expense sheet lines for the current job are also shown if they match the other selection criteria in this island. “Unsubmitted” means lines which have been created but not yet submitted. Marking this field allows the supervisor to gain an overview of future expenses and identify employees with outstanding expense sheet lines.
New Approval Status	In this field you can choose to show only those expense sheet lines with a specific approval status in the field “New Approval Status” that matches the other selection criteria in this island. You can choose between blank, “Approved,” “Rejected,” and “Released.” The field is by default not marked, thus allowing the display of lines with all types of approval status.

Selection Criteria, Dimensions Island

Field	Description
Location	The functionality of these fields is similar to that of the field “Employee No.” above.
Entity	The functionality of these fields is similar to that of the field “Employee No.” above.
Project	The functionality of these fields is similar to that of the field “Employee No.” above.
Purpose	The functionality of these fields is similar to that of the field “Employee No.” above.
Spec. 1-3	The functionality of these fields is similar to that of the field “Employee No.” above.
Local Spec. 1-3	The functionality of these fields is similar to that of the field “Employee No.” above.

Quantities Island

Field	Description
Quantity	The functionality of these fields is similar to that of the fields “Approve,” “Reject,” and “Missing” in the island Amount above, but the fields display the totals for the field “Quantity” in the sub-tab.
Quantity 2	The functionality of these fields is similar to that of the fields “Approve,” “Reject,” and “Remainder” in the island Amount above, but the fields display the totals for the field “Quantity 2” in the sub-tab.