Expense Utilities
Several essential utilities are provided in the system to make some tasks easier to perform.
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Use the Clear Expense Reports screen to delete unwanted expense report information from the database.
Use the Clear Expense Authorizations screen to delete unwanted expense authorization information from the database.
The Maintain Expenses screen is an expense utility that allows you to add, edit, and view specific details regarding employee batch expense information. Before entering expenses in this utility, you should configure settings on the Expense Batch Types, Pay Methods, and Manage Providers screens, and enable any usable currencies.
Use the Maintain Advances screen to add, edit or delete imported cash advances or to manually enter cash advances. You should enter cash advance records before entering expense reports.
Use the Maintain Payments screen to add or edit an employee payment information or cash receipt information that was determined when the employee entered an expense report. You can use it to view specific information regarding a payment or a cash receipt.
Change Expense Report/Advance Status
Use the Change Expense Report/Advance Status screen to update or change the status of selected expense reports and advances. You can change Approved expense reports or advances to a status of Processed or vice-versa.
Use this screen to manually initiate the bar code preprocessor.
Expense Report Convert Attachment
Use this utility during post-installation to convert attachments that were found in the 9.0.1 database.