General Tab of Expense Report Line Item Approval Form

Use the this tab to manage line item approvals for expense reports.

This tab displays when you use the approvals workflow for approving expense reports (enabled and configured in Configuration > Time & Expense > Company Expense).

Field	Description
Project Filter	Use this field to enter a project that will be used to filter the records that display on the Line Item grid. Use the Project lookup to search for a project.
Show My Assignments	Select this option to filter the line items results by displaying line items that are assigned to you based on the approvals workflow.

Line Items Grid Toolbar

Field	Description
Line Items Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display. Not all options are available on all grids.
Select Columns	Select this option to open the standard Select Columns dialog box, where you can modify the columns that are displayed in the grid.

Line Items Grid

Field	Description
State	This field displays the current status of the record: Unapproved — No action has been taken on the line item. Approved — The line item has been approved. Rejected — The line item has been rejected. Values in the Status field are updated as you approve and/or reject line items.
Step	This column displays the current step of the line item record based on the approvals workflow.
Project Name	This column displays the project name.
Phase	This column displays the phase number.
Task	This column displays the task number.
Employee	This column displays the employee number of the employee who created the expense entry.
Employee Name	This column displays the name (Last, First) of the employee who created the expense entry. Click in this field to send the employee an instant message or email.
Date	This column displays the date on which the expense was incurred by the employee.
Category	This column displays the expense category used to enter the expense item for the project/phase/task.
Detail	This column displays a more detailed description of the line item record. You can edit the detailed description if the record status is still in progress.
Currency	This column displays the currency used for the line item record.
Amount	This column displays the monetary amount of the expense item.
Billable	This field indicates whether the expense item is cost that should be billed to the client. A check mark in this field indicates the expense item is billable to the client.
Account	This field displays the account number that will receive the debit for the expense item.
My Action Required	This column displays the action you need to perform based on the current step for the record based on the approval workflow.
Document	A Document Uploaded icon with a green check mark displays when there is an uploaded document associated with the expense item. Click this option to access the Supporting Documents dialog box, where you can view each supporting document in .PDF format. If no document is attached to the expense item, the icon with the blue up arrow displays in the Document field. If you click this option, the Supporting Documents dialog box displays with no associated documents listed. This option only displays if Vision has been configured to allow you to upload supporting documents. See your system administrator if it has not been configured.