Use the My Expense Reports Panel to Create or Select an Expense Report

Use the My Expense Reports panel to create a new expense report or to filter your list of existing expense reports and quickly sort them by status, date, or name. You can also use the Search field to search for specific reports.

Example

Scenario: You have recently attended three different project management seminars for which you submitted expense reports. You have not yet been reimbursed, so you decide to search for these reports to check their status. The reports are named:

• Project Management Seminar - January 2014
• Project Management Seminar - February 2014
• Project Management Seminar - March 2014

Because you have over 40 expense reports, you use the My Expense Reports panel options to search for and locate these three reports. You can select Unpaid from the selection set drop-down to filter on your unpaid expense reports. The unpaid reports sort in the following order: In Progress, Submitted, Approved (if using Approvals), and Posted. You can then enter the letters man in the Search field to see all unpaid reports with matching letters in the results list.

The options that are available on the My Expense Reports panel depend on your access rights and the configuration options that are defined by your system administrator. See the Checklist: Configuring Vision for Navigator Expense Reports online help topic for more information.

Feature	Purpose	Description
Selection Set drop-down	Filters the expense reports by state.	Open the selection set drop-down list, which defaults to display All Expense Reports in order by state: In Progress, Submitted, Approved, Posted, and Paid. Select one of these options to change the filter order: In Progress: Displays all expense reports that you are working on and have not submitted. Unpaid: Displays all unpaid expense reports. This also filters the unpaid reports by state in the following order: In Progress, Submitted, Approved, Posted. Note that approved expense reports only display when Approvals are in use. See the Checklist: Configuring Vision for Navigator Expense Reports for more information. Paid: Displays all paid expense reports where payments have been processed to pay you the total amount due.
Display	Group your expense reports by status and sort by date or name.	Use these options to select how the expense report list is grouped and sorted. Sort by Report Date: Sort expense reports in descending order by date. This option is selected by default. Sort by Report Name: Sort expense reports in alphabetical order by name. Navigator updates the results list to display reports by report name, in alphabetical order. Group by Status: Group the expense reports by status based on workflow order, such as, In Progress, Submitted, Approved, Posted (if not paid in full), and Paid. For example, if Group by Status and Sort by Report Date are selected, the following reports would display in descending order, by date, with In Progress listed before Submitted: 10/31/2013 In Progress 10/30/2013 In Progress 10/30/2013 Submitted
Viewing	When there are many expense reports in your search, the Viewing option groups expense report results in sets of 100.	You can scroll through the results sets to locate the expense report that you need. If you use the Search field and there are more than 100 expense reports in the results set, Navigator only searches the current group of expense reports. For example, if there are 172 expense reports in the results set, the first group of results display as Viewing 1-100 of 172. As you use the arrows to click through the groups of results, Navigator updates to display Viewing 101-172 of 172.
Search	Search for a specific expense report from the current list of reports.	Enter text to use to search for an existing expense report. The expense reports list updates as you enter text.
New	Create a new expense report.	Click the button to create a new expense report record. Complete the Report Name and Report Date fields on the expense report form and save to create a new record. This record automatically displays at the top of the Recent list in the My Expense Reports panel.
Recent	Displays the expense reports accessed during your current Expense Reports session.	This list updates each time you select an expense report, and resets each time you leave and then return to the Expense Reports application. Note that the reports listed in the Recent list also display in the filtered expense reports list on the My Expense Reports panel.