Customising the Expenses Display (Reporting - Expense)

The Customise your report section has a number of controls that enable you to see the exact display you want.

ExpenseReporting Expenses Cust Annotated

Make your choices as follows, then click Generate the report to see the customised display.

Item

Action

Choose an individual employee at the selected company hierarchy level and below, or leave the default All.

Click the green (first) icon of the pair to hide all claims that comply with company policy, or leave it showing to display those claims.

Click the red (second) icon of the pair to hide all non-compliant claims, or leave it showing to display those claims.

Click the green (first) icon of the pair to hide all claims that have receipts attached.

Click the red (second) icon of the pair to hide all claims with missing receipts.

Click one or more green status icons to hide all claims with that status:

Icon

Status

Icon indicating claim status is "Submitted"

Submitted

Icon indicating claim status is "Approved"

Approved by a manager

Icon indicating claim status is "Approved for reimbursement"

Approved by an accountant for reimbursement

Icon indicating claim status is "Sent for payment"

Sent for reimbursement

Click the icon again to redisplay those claims.

Use the sliders to hide all claims below a minimum amount, or above a maximum amount, or both.

Text description of the current display criteria.

Select the check box Show only expenses incurred during a weekend to highlight weekend expenses, which may not be reimbursable.

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