Expense Reports Prerequisites (v10.xx)

To report weekly project expenses, resources must first be published in the [Timesheets] module, (ensure [Timesheets] is selected on the [Destinations] tab of the Resource record in the [Resources] module).

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Expenses can be charged to a project only if the project status is "In progress" (this applies in standard mode; refer to the Keywords & Labels Setup document of the [Projects] module if the project statuses have been customized).

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• Expense Reports Prerequisites (v8.xx)

  In order to report weekly project expenses, resources must first be published in the [Timesheets] module, ([Timesheets] must be selected on the [Destinations] tab of the Resource record in the [Resources] module). Expenses can be charged to a project ...

• Approving an Expense Report (v10.xx)

  Submitting an expense report for approval To submit an expense report for approval, it is sufficient to change its status to "To be approved." From the expense report, click "Workflow" on the action menu bar and select "To be approved". Approving an ...

• Deleting an Expense Report (v10.xx)

  An expense report can be deleted as long as it has not been approved or is not awaiting approval. Administrators, however, can delete an expense report at any time. To delete an expense report: Navigate to the [My workspace] tab. Select the "My ...

• Editing an Expense Report (v10.xx)

  As long as the expense report has not been approved or is not awaiting approval, it can still be modified. To modify an expense report: Navigate to the [My workspace] tab. Select "My expenses reports" from the contextual navigation menu. Click "In ...

• 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 ...