Expense Fields

This section describes the fields and actions on the Expenses workspace.

Card Part Fields

Field	Description
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: The base currency used by the employee's company The total amount (including tax) for the lines in the table part
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: New Approved Rejected Submitted In Progress
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
+ New Expense Sheet	Click this action to create an expense sheet.
	Click this icon to refresh data in the current workspace.
	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.
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.
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.
Other Actions	In the Expenses workspace, this drop-down list includes the following actions: Reopen Print Copy From - Select this action to copy lines from an expense sheet, and add these lines to the expense sheet you are currently working on. Duplicate - Select this action to duplicate an existing expense sheet, and create a new expense sheet. Attach Receipts Undo Approval/Reject Delete Expense Sheet