Business Meals Detail Dialog Box

Use the Business Meals Detail dialog box to record additional information about the expense line item. This dialog box displays when the selected category is associated with the Business Meals detail type.

Location

To display the Business Meals Detail dialog box, complete the following steps:
  1. Open the expense report.
  2. Select an expense row. If details are configured, a displays in the Detail cell.
  3. Click to open the detail dialog box. The Business Meals detail dialog box displays when the Business Meals category is assigned.

Contents

Field Description
Date

This field defaults to the date from the expense line entry; however, you can enter a date directly in this field or select a new date from the calendar if needed. This date will display on the expense line for the expense report.

Description

This field defaults to the description that was assigned to the expense line; however, you can edit the description or enter a new description if needed. This description will display on the expense line for the expense report.

Show in Detailed Report Select Show in Detailed Report to include the details for the expense item in the Detailed Expense report.
Business Meals Use the Business Meals Detail dialog box to provide the business reason for a meal and list the people who attended the meal.
  • Enter detail information in Business Reason for Expense.
  • Enter the name of each person whose meal is included as part of the expense item in Name of Each Person.

Detail Dialog Box Buttons

Field Description
Clear All & Close Select this button to clear all entries and return the dialog box to the state it is in when a new expense row is inserted and a category chosen.
OK Click OK to close the dialog box. The text Details Added displays in the Detail field on the expense report. After you enter the details for a category, you can click Edit to edit the details as needed, but you cannot enter text directly in the Details grid cell.