Review or Print a Transaction List for Expense Reports from Time and Expense
If you are using Time & Expense, you can use the Expense Reports tab of the Transaction Lists form to view expense report data.
If the Preview window opens automatically, use its options to print, email, or download the transaction list.
To view expense report data:
- On the Navigation menu, select .
- On the Transaction Lists form, click the Expense Reports tab.
- In the Group field, specify the employee group whose expense reports you want to review. This determines the employees and their expense reports that display in the grid on this tab. In the grid, click a column heading to sort the list in ascending order. Click again to sort the list in descending order.
- In the Line Item Approval field, select the line item approval setting, such as Partial or Complete.
- In the grid, select the employee files that you want to include in the list report.
- On the toolbar of the Transaction List form, click the Transaction list option, and select one of the print or preview options.