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".
Expense report header
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 | ||||||||||
Inputting expenses in the expense report
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 | |
