Fields and Options

Use the fields and options on the Expense Reports form and related dialog boxes to complete expense report tasks.

Related Topics:

  • Expense Reports Form
    Use the Expense Reports form to create an expense report and enter the expense items. Use the fields at the top of the form to enter or review general information for the expense report. In the grid, enter the individual expense items.
  • Credit Card Charges Pane
    Use this pane to associate credit charges to an expense report.
  • Currency Override Dialog Box
    If you use multiple currencies, you can use the Currency Override dialog box to select a different currency or exchange rate for one or more items on your expense report. This is useful in situations where the assigned default currency or exchange rate does not apply to the expense item that you are entering.
  • Expense Report Settings Dialog Box
    Use the dialog box to indicate if you want to automatically generate either a Detailed Expense Report or Summarized Expense Report each time that you submit an expense report for processing. You can also specify whether you want expense reports listed in the selection list by expense report name or date.
  • Expense Report Receipts Dialog Box
    Use this dialog box to upload copies of your receipts and attach them to an editable expense report.
  • Expense Line Receipts Dialog Box
    Use this dialog box to upload copies of your receipts and attach them to an expense line in your expense report.
  • Approval Progress Dialog Box
    If you have the employee expense approvals workflow with expense line approvals enabled, use this dialog box to view information about the approval progress for a record, such as who is assigned to the approval steps and the dates that actions are taken for the approval steps.
  • General Detail Dialog Box
    Use the General Detail dialog box to enter additional information about an expense line item. You can display this dialog box if the expense category for the expense is associated with the General detail type or when no category is assigned to the expense.
  • Travel Detail Dialog Box
    Use the Travel Detail dialog box to enter additional information about a travel expense line item. You can display this dialog box if the expense category for the expense is associated with the Travel detail type.
  • Business Meals Detail Dialog Box
    Use the Business Meals Detail dialog box to enter additional information about a meal expense line item. You can display this dialog box if the expense category for the expense is associated with the Business Meals detail type.
  • Approve Dialog Box
    Use the dialog box to enter a comment before approving an expense approval record.
  • Reject Dialog Box
    Use the dialog box to enter a comment or reason why you rejected the expense report.
  • Change Assignment on Current Step Dialog Box
    Use the dialog box to assign another employee to perform the expense report approval on your behalf or on behalf of another approver.
  • Reopen Dialog Box
    Use the dialog box to enter a comment before reopening an expense report.
Parent Topic: Expense Report