Expense Report Settings Dialog Box

Use the Expense Report Settings dialog box to indicate if you want to automatically generate either a Detailed Expense Report or Summarized Expense Report each time you submit an expense report for processing. You can also specify whether you want expense reports listed in the selection list by expense report name or date.

Note: The options you select on this dialog box are automatically selected also for your expense reports in Vision.

Parent Topic: Fields and Options

Location

To open the Expense Report Settings dialog box, complete the following step:

  1. In the Employee workspace, click to go to the Expense Reports area.
  2. Click on the Expense Reports toolbar.

Contents

Field Description
Results List Sort Order Use these options to specify the order in which you want expense reports to display on the selection list for the expense report search field:
  • To display expense reports in alphabetical order by expense report name, select Report Name.
  • To display expense reports in order by date, starting with the most recent expense report, select Report Date.
Print Report When Submitted Use these options to indicate if you want to automatically generate a Detailed Expense Report or Summarized Expense Report as a .PDF file when you submit an expense report:
  • Detailed Expense Report: Generate a Detailed Expense Report that includes all information from the expense report.
  • Summarized Expense Report: Generate a Summarized Expense Report. This report is a more compact version of the Detailed Timesheet report. It does not display expense details entered on a Detail dialog box.
  • Do Not Print Report: Do not print an expense report when you submit it.
Note: Your selection is automatically selected also in the Print Expense Report Option dialog box in Vision Expense Report.
Include Attached Receipts If you select a report to print automatically when you submit an expense report, select this check box if you also want to print the receipts attached to the submitted expense report.
Save and Cancel Click Save to save the settings you selected. Click Cancel to close the dialog box without saving.