The Home tab is your dashboard, where you can view the status of your expense reports at a glance. Depending on the administration options configured for you, you may also see sections listing other expense reports:
Section | Description |
---|---|
My last Expense Reports | The last few expense reports that you have created or submitted. See Creating a New Expense Report and Submitting an Expense Report. |
Colleagues' Expense Reports | If you can create and submit expense reports for other users, you see a list of the latest ones here. See Creating an Expense Report for Someone Else and Submitting an Expense Report. |
Expense Reports pending approval | If you are an approver for expense reports from others, this shows the reports that are waiting for you to approve them. See Approving an Expense Report. |
Expense Reports to reimburse | If you have accountant rights, this shows the reports that are waiting for you to approve their reimbursement. See Approving Reimbursement of an Expense Report. |
A icon indicates an issue with the claim (such as a non-compliant item, in which case the total is shown highlighted). You can still submit the claim, but the non-compliant amount will be deducted from the reimbursement.
The Status icons represent the different stages of processing for the expense report:
Icon | Stage |
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Creation |
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Submission |
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Approval |
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Reimbursement approval |
The colours show whether that stage has been started or completed, for example:
Colour | Meaning |
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Not yet started |
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In progress |
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Completed |
See Also
- Expense Report Controls
- Create an Expense Report Tab
- Approvals Tab (managers)
- Cash Advances Approvals Tab (managers)
- Expenses Wallet Tab
- Reimbursements Tab (accountants)
- Payments Tab (accountants)
- My Expense Reports Tab
- My Receipts Tab
- Cash Advances Tab
- Transactions Management Tab (accountants)
- Export Management Tab (accountants)
- My Profile Tab
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