Create an Expense Report (v8.xx)

To create a new expense report:

From the [My workspace] tab navigate select "My timesheets" in the contextual navigation menu.
Click "New expense report".

Resource name (1)	The resource the expense reports belongs to. By default, the author of the document. Editable if the resource has the role "CreateForOther", at creation only. No longer editable once the document is saved.
From ... to...	First day and last day of the effective week. If the specified date does not correspond to the first day of the week, it is automatically shifted to the first day of the week.
Week	The number Computed.	of	the	week,	according	to	the	ISO	8601	European	norm.
Status	Expense report statuses: "Editable" while expenses are being input. "To be approved" once the expense reports have been submitted for approval. "Denied" when the expense report has been rejected by the resource designated to review it. "Completed" once the report has been approved by the designated approver.
Cost center	The cost center the resource belongs to.
Modified	Date and time of the last modifications. By clicking on the date you can access the history of the modifications

Expenses are entered using the grid provided in the expense report form. One line is used per expense entry.

Grid buttons		To add one or more entry lines to the grid.
		To remove a selected line from the grid.
Grid	Project	The project the cost is associated to. If the project does not appear in the list, the following points must be verified: Is the project status "In progress"? Does the resource belong to this project? If the project was just created, it may be necessary to wait up to 15 minutes for the project to be available in the [Timesheets] module. Otherwise, request that the database administrator verify that the "Projects list fetching" agent is enabled and is running without errors.
	Title	The subject of the expense. Is also a link that opens the corresponding Cost document in the [Projects] module (only once it was created).
	Type	The expense type. The list of choices comes from the expense types defined in the General setup document.
	Day	Used to specify the day of the week the expense occurred.
	Amount	Amount of the expense
	$/£/€…..	Currency of the expense. The list of choices comes from the available currencies defined in the "General" setup document. If the chosen currency differs from the reference currency, then the amount is also displayed in the reference currency.
	Receipt	Used to indicate if there is a receipt for the expense
	Billable	Indicates if the cost is billable or not.
	Total	Total amount currency.	for	the	current	expense	report	in	the	reference

Related Articles
Expense Report and Expense Lines (v8.xx)
The "Expense report" is the interface used to report costs. It consists of a simple page that includes a header and a dynamic number of lines for users to fill in their expenses for a given week. Before pushing expenses to the Cost records in the ...
Editing an Expense Report (v8.xx)
As long as it has not yet been approved or is not awaiting approval, it is possible to modify an existing expense report. To modify an expense report: Navigate to the [My workspace] tab. Select "My expenses reports" from the contextual navigation ...
Deleting an Expense Report (v8.xx)
As long as it has not yet been approved or is not awaiting approval, it is possible to delete an existing expense report. An administrator however can delete an expense report at any time. To delete an expense report: From the [My workspace] tab ...
Project Status Report (v8.xx)
The document Project status report is an excellent combine of known Project report and Project overview. The report is a predefined form in Genius Project (enable subform to use this document). The document can be created manually with the "Create ...
The Issue Report (v8.xx)
The "Issue report" is the form project participants will use to report any issues they encounter throughout the lifecycle of their projects i.e. any event that can impact deadlines, workload or project quality, such as: A change in requirements. A ...

Related Articles