Expense Report Tools, Buttons, and Indicators

Use the Expense Report options and buttons to complete various expense report functions. You can also refer to the indicators to view the status of the expense report.

Option/Button	Name	Description
	Expense Report Options	From the Options menu, select one of the following: Currency Override - Click to open the Currency Override dialog box for the currently selected report. Delete - Click to delete the currently selected expense report. Print Expense Report - Click to open the Report dialog box and select the type of report to print or to automatically print a report when your timesheet is submitted.
Save	Save	Click Save to save the current expense report entries. After saving changes, the expense report status updates accordingly and the Save button is disabled until additional changes are made.
Submit	Submit	Click Submit to submit the current expense report for processing.
	Row Tools: Insert/Copy/Delete	Click Row Tools on the Expense Report grid to insert, copy, or delete an expense item on the grid. See the Enter Data in an Expense Report topic for more information. This option is also available on the Expense Report Receipts and Attached Receipts dialog boxes. Click Row Tools on these grids to view or delete a receipt that is attached to the expense item.
	Edit	Certain fields on the Expense Report grid allow you to insert new or edit existing information within the field. When you select one of these fields, the Edit button displays. Click Edit to open the respective dialog box and insert or edit details for the selected field.
	Copy	Click Copy to copy the existing expense report and use it as the basis to create a new expense report.
	Unlocked	An Unlocked icon displays next to the report on the My Expense Reports panel to indicate that the status of the expense report will allow edits. The status displays below the icon.
	Locked	A Locked icon displays next to the report on the My Expense Reports panel to indicate that the report is locked due to its status in the workflow, or you do not have the appropriate access rights to make changes. The status displays below the icon.
	Attach Receipt	Click Attach Receipt in the Receipts column on the Expense Reports grid to open the Attached Receipts dialog box and upload and attach a receipt to the current expense item.
	Receipt Attached	Click Receipt Attached in the Receipts column on the Expense Reports grid to view a list of receipts that are attached to the expense report. You can also upload and attach a receipt to the current expense item.