The Include Expense Reports selection criteria can be used to narrow down which Expense Line Items will be included in the output.  There are three options:

• Using Line Item Date within Range - Only includes expense line items which have a line item date within the report date range (regardless of expense report completion date).
    

• Using Expense Report Completion Date within Range - This selection criteria will include all expense report line items for any expense reports which were completed within the report range regardless of line item dates or the current status of the expense report (i.e., the expense report may currently be in the Extracted status).  Basically, if the expense report received final approval during this date range, all of its line items will be considered for the report output.

Note that if an expense report was Completed and then subsequently pulled back for further modification, it would no longer be included when using this option (until such time that it reached a Completed status again).

• Using Posted Date within Range (Extracted Expense Reports only) - Include all expense line items for any expense report that has a post date within the report date range.  (The post date can be set during an expense extract and is unrelated to any other expense report dates).

• Include non-completed Expense Reports - Checking this option will allow the report to present expense data from expense reports that have yet to reach the COMPLETED status (e.g., INUSE, APPROVING, etc.).  If you are interested in viewing only approved expenses, you can leave this option un-checked.  

Note this option is only available when running with the "Using Line Item Date within Range" option.

This filter is enabled if Expense Report in Include Transactions For filter is selected.

Financial Document Expenses:  For expenses included from Financial Documents, the Post Date of the document will be used when determining whether to include the item in the report output.