Expense Reports
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 ...
Create an Expense Report (v10.xx)
To create a new expense report: Navigate to the [My workspace] tab Select "My timesheets" in the contextual navigation menu. Click "New expense report". Expense report header Resource name The resource to whom the expense reports belongs. By default, ...
Expense Report and Expense Lines (v10.xx)
The "Expense report" interface is used to report costs. It consists of a simple layout that includes a header and a customizable number of rows where users can enter their expenses for a given week. Before pushing expenses to the Cost records in the ...
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 ...
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