Manage Expenses to Approve Fields

Here is a description of the fields and buttons on the Manage Expense Reports to Approve page.

Note: Note
The columns that appear on this page depend on the Expense Report Approval Columns field set in the Expense Report object. For further information, see Expense Settings.

Filter Approval Requests

Key:
* – Mandatory.
R – Read-only.
M – Milestone drop-down list only available when you select a project.

Field   Description
Project/Assignment   Project or assignment to filter the displayed expense report approval requests on.
Resource   Resource on which to filter expense report approval requests.
Milestone M Milestone on which to filter expense report approval requests. The Milestone drop-down list only lists milestones for the project you chose in the Project / Assignment drop-down list.
Billable   Billable status on which to filter expense report approval requests.

Buttons

Button Description
Filter Filters the expense report approval requests depending on the criteria you choose in the Filter Approval Requests section.
List All Lists all the expense report approval requests.

Expense Report

Key: R – Read-only.

Field   Description
Expense Report R Name of the expense report to which the expense approval request relates.
Information Icon R Shows the fields that your administrator has configured to display when you hover over the icon.
Project R Project to which the expense report approval request relates
Assignment R Assignment to which the expense report approval request relates.
Resource R Resource to which the expense report approval request applies.
Milestone R Milestone to which the expense report approval request relates
Billable R Indicates whether the expense report is chargeable to the customer.
First Expense Date R Date of the first expense in the expense report.
Last Expense Date R Date of the last expense in the expense report
Total Billable Amount R Total billable amount for all expenses in the expense report.
Total Non-Billable Amount R Total non-billable amount for all expenses in the expense report.
Number of Expense Lines R Total number of expenses in the expense report.
Comments   Comments to be sent to the resource when you approve or reject the selected expense reports.

Buttons/Controls

Button Description
Checkbox Indicates whether the expense report is to be included in the action when you click Approve or Reject. To select all expense reports for approval or rejection, select the checkbox in the heading line.
First Displays the first page of expense report approval requests.
Previous Displays the previous page of expense report approval requests.
Next Displays the next page of expense report approval requests.
Last Displays the last page of expense report approval requests.
Approve Approves the timecards for the selected expense report approval requests.
Reject Rejects the timecards for the selected expense report approval requests.

Related Concepts

Expense Reports

About Expense Currencies

Related Tasks

Approving and Rejecting Multiple Expense Reports

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