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 provided that the project status is "In progress" (in standard mode only, see the Keywords & Labels setup document of the [Projects] module if the projects statuses were customized).

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• 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). Expenses can be charged to a project only ...

• 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 ...

• 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 ...