Expense Reporting

The Expense Reports feature enables users to enter expense reports and convert them into bills. An expense report records employees' expenditures to track information about the expense, such as the following:

• what was purchased

• how much was spent

• reason for the purchase

• whether it can be billed to a customer or project

The expense total remains in an unapproved expense account and has no accounting impact until the expense is approved by someone with accounting authority. After an expense report is approved, a bill is created and the expense amount is reflected on your books. The posting period for an expense report is determined after accounting approval occurs. If the posting period for the expense report date is closed, the expense report is posted to the first open period.

For information about expense reporting, see the following:

• Expense Reports

• Employee Access to Expense Reporting

• Enter an Expense Report

• Approving an Expense Report

• Editing an Expense Report From the Expense Reports List

• Deleting an Expense Report From the Expense Reports List

• Rejecting an Expense Report From the Expense Reports List

• Corporate Card Expenses

• Reviewing Expense Reports

• Giving Accounting Approval for Expense Reports

• Paying Expenses on Employee Paychecks with Payroll

• Giving an Employee Access to Purchase Requests

• Notifying a Supervisor or Approver About Required Approvals

General Notices