Expense Sheet Lines Tab

This section describes the fields and actions on the Expense Sheet Lines tab of the Approval Center workspace. If you have no pending items for approval (whether as an approver, substitute approver, or super approver) and no rejected lines for a tab, Maconomy hides the tab.

Tab Fields

Field Description
View Details Click this icon to view more information about the approval item specified on the line.

The wizard that displays also lets you approve/reject the approval item.

Employee This field displays the name of the employee who incurred the expense specified on the line.
Description This field displays the entry text provided on the expense sheet line.
Type This field displays the type of expense. Possible values are:
  • Normal
  • Mileage
Job No. This field displays the number of the job for which the expense was incurred.
Job Name This field displays the name of the job for which the expense was incurred.
Task This field displays the description of the task for which the expense was incurred.
Quantity This field displays the number of units of the activity for which the expense was incurred.
Total Amount This field displays the currency and total amount of the expense.
Status This field displays the line's current approval status.
Approve Click this action to approve the line.
Reject Click this action to reject the line.
Undo Click this action to undo approval/rejection of the line.
View Receipt If a receipt is attached to the expense sheet line, click the link in this field to download the file.

Tab Actions

Button Description
Approve all Click this action to approve all the lines pending approval that are listed in the tab.
Click this icon to export the rows from the current table to a spreadsheet.

Maconomy exports the table, and immediately downloads the resulting spreadsheet to your local drive.

Click this icon to display the filter row on the current table. You can then enter criteria in any of the filter row fields to display only select table rows.

Click this icon to maximize the table view.

Click this icon to restore the default display size of the table.

Click this icon to open the Customize Columns window.