Expense Lines Grid of the Approval Center Form
Use the Expense Lines grid to perform approval workflow tasks for expense lines. You can reorder the columns already displayed in the grid by dragging the column header to a new location.
Contents
Field | Description | ||||||||
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Print Lines Approval Report | Select this action to print the Expense Lines Approval report, on which you can display the details of outstanding line items for review and approval. | ||||||||
Selection Check Box |
Select the row before applying actions from the grid toolbar. |
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Approval Action |
This column displays the Action Required drop-down list for the record type. The options on this list are.
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My Action Required |
This column displays the recommended action for the record based on the approval workflow. |
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Workflow State |
This column displays the state of the record based on the approvals workflow. The possible workflow states are:
Workflow states differ per approval record type:
To display records that have been completed, turn on the Show Completed Approvals toggle on the grid toolbar. |
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Step |
This column displays the step number of the record based on the workflow configuration. |
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Employee Name |
This column displays the name of the employee for the associated record. |
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Report Name | This column displays the name of the report that the expense line is associated with. | ||||||||
Project Name | This column displays the name of the project that the expense line is associated with. | ||||||||
Phase Name | This column displays the name of the phase that the expense line is associated with. | ||||||||
Task Name | This column displays the name of the task that the expense line is associated with. | ||||||||
Date | This column displays the date on which the expense line was created. | ||||||||
Category | This column displays the category name of the expense group that is associated with the expense line. | ||||||||
Description | This column displays the description for the expense line. | ||||||||
Detail | This column displays additional information on the expense line such as the expense date, the expense description, and the business reason for the expense. | ||||||||
Status | This column displays the status of the expense line: Submitted, Approved, Rejected, and In Progress.
To display expense lines that have a Posted status, turn on the Show Completed Approvals toggle on the grid toolbar. |
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Task | This column displays the acronym of the task name that the expense line is associated with. | ||||||||
Currency Code | This column displays the currency code for the currency that was used to pay the expense item. | ||||||||
Amount | This column displays the monetary amount of the expense item. | ||||||||
Billable | This column displays a check box. If the check box is selected, the expense item is billable to the client. | ||||||||
Receipt | This column displays a
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Company Name |
This column displays the company associated with the request. |
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Employee |
This column displays the employee number of the employee who is associated with the request. |
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Expense Report Group | This column displays the Expense Report group that the employee for the line item can access. If you have multiple companies, the groups that display depend on the selected company. | ||||||||
Phase | This column displays the phase number that the employee expense is associated with. | ||||||||
Project | This column displays the project number the employee expense is associated with. | ||||||||
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Click this icon to display the Approval Progress dialog box for the selected row. This displays at the right end of the row when you select it or hover over it. |