Expense Report inquiry

This inquiry allows you to easily keep track of your company's expense reports. You can see who submitted the expense report, the amount of the report, and whether the report has been processed.

If needed, you can add predefined columns and view supplemental information such as who approved the expense report, the date of the approval, and any notes.

Using the inquiry

From the > Reports menu, click Standard Inquiries > Employee > Expense Report.

Audience

Accounting staff

Standard columns

Column	Links to this inquiry	Description	Date range available
Employee	Employee	The name of the employee associated with the expense report
Beginning Date		The first date covered by the expense report	x
Ending Date	Expense Report Detail	The last date covered by the expense report
Description		A description of the expenses in the expense report Examples: Travel expense for lightrail project, Meeting expenses for Glison Lofts project
Advance Amount		The amount paid in advance to the employee associated with the expense report
Total Amount		The total amount of the expense report
Is Processed		Indicates if the expense report has been approved by the supervisor, accounting manager, or both Approval requirements depend on your settings in Company Preferences.

Predefined columns

You can add predefined columns to this inquiry. These columns are available:

Column	Links to this inquiry	Description	Date range available
Expense Report Key		The database identifier of the expense report
Employee Key	Employee	The database identifier of the employee associated with the expense report
Submitted By Key	Employee	The database identifier of the employee who submitted the expense report for processing
Submitted By	Employee	The name of the employee who submitted the expense report for processing
Submitted Date		The date the expense report was submitted	x
Supervisor Approved By Key	Employee	The database identifier of the supervisor who approved the expense report Approval requirements depend on your settings in Company Preferences.
Supervisor Approved By	Employee	The name of the supervisor who approved the expense report Approval requirements depend on your settings in Company Preferences.
Supervisor Approved Date		The date the supervisor approved the expense report Approval requirements depend on your settings in Company Preferences.	x
Accounting Approved By Key	Employee	The database identifier of the accounting staff who approved the expense report Approval requirements depend on your settings in Company Preferences.
Accounting Approved By	Employee	The name of the accounting staff who approved the expense report Approval requirements depend on your settings in Company Preferences.
Accounting Approved Date		The date the accounting staff approved the expense report Approval requirements depend on your settings in Company Preferences.	x
Expense Report Company Key		Multi-company only. The database identifier of the company associated with the expense report
Expense Report Company Name		Multi-company only. The name of the company associated with the expense report
Notes		Any notes about the expense report
Defined links:
Link - Expense Report Detail	Expense Report Detail	A link to the Expense Report Detail inquiry