Expense Fields
This section describes the fields and actions on the Expenses workspace.
Header Fields
| Field | Description |
|---|---|
| Expense Sheet No. | This field displays the number of this expense report. |
| Status | This field displays the status of the current expense sheet. It can have one of the following values:
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| Copy from Expense Sheet | If you copied lines from another expense sheet, this field displays that expense sheet's number. |
Header Actions
| Action | Description |
|---|---|
| + New Expense Sheet | Click this action to create an expense sheet. |
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Click this action to refresh data in the current workspace. |
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Click to display the list view. Click to display the detailed view. |
| Save | Click this action to save changes to the current record. After saving changes, the record status updates accordingly, and the Save action is disabled until additional changes are made. |
| Revert | Click this action to undo changes made to the current record, or to any of its lines. |
| Submit |
Click this action to submit a record for approval. After submission, the record status is updated, and this action is disabled until you make additional changes. Note: This action is shown only for users with the required permissions, and when the job uses approval hierarchies, or follows a simple workflow.
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| Approve | Click this action to approve the current record.
Note: This action is shown only for users with the required permissions, and when the job uses approval hierarchies, or follows a simple workflow.
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| Reject... | Click this action to reject the current record.
Note: This action is shown only for users with the required permissions, and when the job uses approval hierarchies.
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| Other Actions |
In the Expenses workspace, this drop-down list includes the following actions:
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