Concepts
Refer to the following topics for conceptual information about using Navigator Expense Reports.
- Credit Cards and Expense Reports
If you use Vision with the Credit Card feature configured, your Navigator expense reports can include basic credit card information that was assigned while entering your expense report information in Vision. - Expense Report Status
Expense report status values display on the Expense Report panel and on each Expense Report form. The expense report status is important because it indicates where the expense report is in the processing work flow. This information allows you to keep track of the expense reports that you are currently working on, those that have been submitted, and those that have been paid. - Expense Categories
Your system administrator can set up expense categories to use for standard expense report entries. These categories allow you to apply predefined values when you select expense details for your expense reports. - Currency and Exchange Rate Overrides
When you post an expense, Navigator normally uses the default currency and exchange rate that are in effect on the date that you enter for the expense item. However, you can use the Currency Override dialog box to change the default currency or exchange rate when the published currency or exchange rate does not apply to the expense item. For example, if you are traveling in multiple countries and enter expenses in different currencies on the same report, you can override Navigator's default currency for those specific transactions. - Vision Screen Designer and Navigator Expense Reports
The Vision Screen Designer allows system administrators to tailor screens and tabs to meet the requirements of their organization and individual users. When the Screen Designer is used to update elements in the Vision Expense Report application, the same updates are automatically applied to Navigator Expense Report.
Parent Topic: Expense Reports