Use this tab to check the status of line item approval for an expense report in the approval workflow.
This tab displays when you use the approvals workflow for approving expense reports (enabled and configured in
.
Field | Description |
Project Filter
|
Use this field to enter a project that will be used to filter the records that display in the Line Item grid. Use the Project lookup to search for a project.
|
Line Item Grid
This grid displays the expense line items in the approval process for the selected project in the
Project Filter field.
Field | Description |
Line Item Drop-down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Not all options are available on all grids.
|
State
|
This column displays the current state of the line item record based on the approvals workflow.
|
Step
|
This column displays the current step of the line item record based on the approvals workflow.
|
Project Name
|
This column displays the name of the project that the line item record is associated with.
|
Phase
|
This column displays the phase number of the project that the line item record is associated with.
|
Task
|
This column displays the task number in the phase of the project that the line item record is associated with.
|
Employee
|
This column displays the employee number of the employee that created the line item record.
|
Employee Name
|
This column displays the name of the employee that created the line item record.
|
Date
|
This column displays the date when the expense was incurred by the employee.
|
Category
|
This column displays the expense category used to enter the expense item for the project/phase/task.
|
Description
|
This column displays the description of the line item record.
|
Currency
|
This column displays the currency used for the line item record.
|
Amount
|
This column displays the amount associated with the line item record.
|
Billable
|
This column indicates whether the expense item is cost that should be billed to the client. A check mark in this field indicates the expense item is billable to the client.
|
Account
|
This column displays the account number that will receive the debit for the record.
|
Account Name
|
This column displays the account name associated with the line item record.
|
Field | Description |
History
|
Click this button to open the Approval History dialog box and view a log of all the actions performed on the purchase order.
|
Approvals Grid
Field | Description |
Approvals Drop-down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Not all options are available on all grids.
|
|
Responsibility
|
This column displays the organization roles of the assigned employees for the steps of the approval workflow.
|
Approver
|
This column displays the name of the employee that was assigned to the organization role displayed in the
Responsibility column.
|
Date
|
This column displays the date when the approval was made. By default, the approval that has the earliest date appears as the first item.
|
Assignments Grid
On this grid you can review assignment information, including the step number and action from the approval workflow, the name of the employee assigned, the start and completion dates, the action taken, and any comments entered when the assignment was approved or rejected.
Field | Description |
Assignments Drop-down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Not all options are available on all grids.
|
|
Assignments Grid Toolbar
Field | Description |
Show/Hide Past Assignments
|
Click this button to display or hide your previous assignments associated with the approval.
|
Assignments Grid Fields
Field | Description |
Step
|
This column displays the step number of the assignment based on the configured workflow.
|
Description
|
This column displays the description of the assignment.
|
Responsibility
|
This column displays the organization role that the step is assigned to, based on the configured workflow.
|
Name
|
This column displays the name of the employee that is assigned to the step.
|
Delegate
|
This column displays a check box. This check box is selected if the employee was delegated to perform the task for the assignment.
|
Due Date
|
This column displays the date when the assignment is due.
|
Step Start Date
|
This column displays the date when the assignment was started.
|
Action Taken Date
|
This column displays the date when the employee performed an action for the assignment. By default, the assignment that has the latest date appears as the first item.
|
Action Taken
|
This column displays the action that was performed by the assigned employee.
|
Comment
|
This column displays any comments that were entered when an employee approved or rejected an approval assignment.
This column also displays:
- <Employee Name> reassigned: This displays when an employee is added or reassigned to an approval step. This occurs when you click
on the toolbar of a form from which you approve an approval step, such as the AP Invoice Approvals form, the Purchase Orders form, the Absence Requests form, and so on.
-
Approved, conditions not met: This displays when an approval step is approved when conditions for the step are
not met.
- Completed, conditions not met: This displays when the last approval step is completed (final approved) when conditions for a step are
not met.
|