Actions Bar for the Expense Report Form

Use the Actions bar to perform expense report approvals, copy and print expense reports, and upload related receipts.

Click the buttons on the Actions bar to access commonly performed actions.

Field	Description
Save	Select this option to save the changes that you made in the expense report.
Submit	Submit the expense report for approval, based on the employee expense approval workflow. This option is available if the employee expense approval workflow is enabled.
Unsubmit	This option is available if: The employee expense approval workflow is enabled. Unsubmit is one of the steps in the approval workflow. Use this option to retract an expense report that you submitted for approval. This option works as long as the displayed expense report that you want to unsubmit has not yet been approved in any approval step, based on the employee expense approval workflow.
Approve	Approval options are available when: The approval workflow for employee expense is enabled. The expense report was submitted. You have the appropriate approval role, based on the approval workflow. The specific option is applicable for the current approval step and status, as configured in the approval workflow. If the expense approvals workflow is enabled, click the Approve option to perform the following actions: Approve: Select this option to approve an expense report. When you finish, the expense report is automatically sent to the next step in the approval workflow. Reassign: Select this option to assign another employee to approve the expense report. Reject: Select this option to reject an expense report that does not meet the requirements for an approval. Reopen: Select this option to reopen a previously approved expense report. You can update the reopened expense report and submit it again for approval. Posted expense reports cannot be reopened. Restart Approval: Select this option to send the record back to step 1 of the approval workflow after an approver edits the record for the approval step. This allows approvers from earlier steps to review and approve the record. This option appears if the status of the expense report is In Review.

Other Actions

Click this menu to perform the following actions:

Field	Description
Copy Expense Report	Click this option to create a new expense report by copying the current expense report. If the expense report that you copied contains expense lines that are associated with dormant or inactive projects, phases, or tasks, those expense lines are excluded from the copy of the expense report. A message displays to indicate that some expense lines were excluded due to dormant or inactive projects, phases, or tasks.
Upload Receipts	Click this option to upload copies of your receipts and attach them to an editable expense report. See the Expense Report Receipts Dialog Box online help topic for more information.
Show/Hide Approvals Timeline	Click this option to show or hide the approvals timeline. This timeline displays information about the approval progress of a record, such as who is assigned to the approval steps and the dates on which actions were taken for the approval steps.
Show/Hide Currency Override	Click this option to show or hide the Currency and Exchange Override fields. This is useful in situations where the assigned default currency or exchange rate does not apply to the expense item that you are entering. See the Currency Override Dialog Box online help topic for more information.
Show/Hide Location	Click this option to show or hide the Default Expense Location field. See the Contents of the Expense Reports Form online help topic for more information.
Expense Report Settings	Click this option to open the Expense Report Settings dialog box. See the Expense Report Settings Dialog Box online help topic for more information.
Design	Click this option to open the Screen Designer form for the Expense Report application. See the Screen Designer for Expense Report online help topic for more information.
Delete Expense Report	Click this option to delete the expense report record.
Print Expense Report	Click this option to print an expense report. You can specify the information that you want to include: Detailed Expense Report: Select this option to generate a Detailed Expense Report that includes all information from the expense report. Summarized Expense Report: Select this option to generate a Summarized Expense Report. This report is a more compact version of the Detailed Expense Report. It does not display expense details entered on a Detail dialog box. Include Attached Receipts: Select this option If receipts are attached to the expense report and you want to print those receipts along with the expense report. See the View or Print an Expense Report online help topic for more information.