Expense Reports
Every line is checked against the policy for its type on submission, and the breach is named on the line — which rule, and by how much.
Where to find it
- Module: Supply Chain
- Group: Purchasing
- Section: Travel & Expense
- Screen: Expense Reports
Address in the console: /scm/expense-reports
List · 16 columns · 14 fields on its form · 1 of them required · 2 actions
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Report | Code | report_no |
| Claimant | Text | employee_name |
| Title | Text | title |
| From | Date | period_start |
| To | Date | period_end |
| Total | Amount | total_amount |
| Approved | Amount | total_approved |
| On card | Amount | company_paid |
| Advance | Amount | advance_applied |
| Reimbursable | Amount | reimbursable |
| Owed back | Amount | due_to_company |
| Exceptions | Number | violation_count |
| Audit | Status | audit_status |
| Travel | Code | travel_request_no |
| Status | Status | status |
| Journal | Code | journal_no |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Title required | Text | ||
| Claimant | Choice | Looked up from existing records | |
| Against travel request | Choice | Looked up from existing records | |
| From | Date | ||
| To | Date | ||
| Currency | Text | ||
| Advance applied | Number | Set by Accounting when the advance is settled, and taken off what is reimbursed. | |
| Submitted by | Choice | Looked up from existing records | |
| On somebody else’s behalf | Yes or no | Normal for executives, and exactly the case a control framework asks about. | |
| Accounting period | Text | ||
| Cost center | Choice | Looked up from existing records | |
| Project | Choice | Looked up from existing records | |
| Work package | Choice | Looked up from existing records | |
| Notes | Long text |
What you can do here
Submit primary
Submit for approval
Asks for: Submit anyway, with the exceptions
Approve
Approve or reject
Asks for: Approved If rejected, why
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.