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 section 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 |
---|---|
Creation |
|
Submission |
|
Approval |
|
Reimbursement approval |
The colours show whether that stage has been started or completed, for example:
Colour | Meaning |
---|---|
Not yet started |
|
In progress |
|
Completed |
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