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The list of expense reports
. Click on an expense report to review its details or to make edits. |
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The browser shows your expense reports grouped by status. There are six possible status categories. Because expense reports can have multiple cost cards, each with different status', the 'lowest' priority cost card determines what category the report is placed in. For example, if you have an expense report with one submitted and one draft time card on it, then the ER is placed in the draft category. The table below shows all the status' and the order in which they will appear on the dashboard.
Status | Description |
|---|---|
Rejected | A rejected expense has been submitted for approval, but rejected by the cost card approver or rejected automatically by the system because the expense does not conform to all your business rules. For example, a description is missing. View the expense report and then click on any red cost cards to read the rejection reason. Rejected expense reports are also shown on your My Home Page. |
Draft | A draft cost card has been entered, but has not yet been submitted for approval. Draft states are often used when you are still preparing your expense reports. For example, if you are unsure what expense category to file something under, you could save it as draft until you find out from Accounts Payable. Draft expense reports are shown on your My Home Page. |
Submitted | A submitted cost card has been sent in for approval. |
Approved | An approved cost card has been accepted by your organization. |
Approved to Pay | An approved to pay cost card has been approved for reimbursement. |
Paid | A paid cost card indicates that reimbursement has been sent to you. The Paid date shown is the date the payment voucher was created. As a single expense report may have multiple payment vouchers, you may see multiple dates. You can optionally mark paid expenses Received. |
List Columns
The page is organized into the following four table columns.
Column | Description |
|---|---|
Report # | Each new report is automatically assigned a number. To change the naming or numbering scheme, please contact Projector support. |
Dates | If all costs are for one day, then only one date is shown here. If costs span multiple days, then a date range is shown. |
Reimbursement | The amount that you are expecting to be reimbursed. Cash advances and company paid expenses are excluded from this amount. |
Report Name/Projects | The name that you gave the report along with a list of each project covered by this expense report. |