Reports - User - Expense Status

Overview

This report provides information regarding the status of expense reports, including the names of any pending approvers.

This report can be directed to provide a summary of status information as well as provide the detailed preview versions of each expense report or request.  

Note: If the Enable Expense Request Functionality (unasense.request.enable) property is set to false, this report will not display Expense Requests.

Bulk Printing
When running the detailed version of this report, you have the option to include embedded characters that will force a printer form feed after each detailed report/request (see the Include page breaks in printed output option below).  This feature is often used to facilitate the mass printing after a period has been completed / extracted.

Roles

This report is available to users having any of the following roles:  Expense User (and their alternates).

License

This report is available with Project Expense, Project Tracking or Project Portfolio licenses.

 

Topics covered on this help page include:

 


Selection Criteria

Field Descriptions (click on a link below for additional information)

 



Example Report Output

Summary Version

This report will include a separate summary section for Expense Reports vs. Expense Requests.

Detail Version

If the detail report option is selected, the same summary sections will appear with a preview version for each displayed in the details section.  With the report options, you can specify which detailed sections will be included in the output.

Customer Approves First - Behavior Clarification

If more than one project on an approval item (i.e., timesheet, expense report/request, purchase order, purchase requisition, or vendor invoice) has a customer approver, and any one of those has the Customer Approves First check box checked, the status report will report all eventual approvers but the Manager and Project Approval queues will not see the items (that is, only the Customer approval queues will). As soon as the last Customer Approver (of those who needed to approve first) approves their item, those approval items will then be added to the Manager and Project Approvers approval queues.   

Project Approver Approves Before Manager - Behavior Clarification

If the Project Approver Approves Before Managers check box is checked for any Project Approver on a project associated with the document, the status report will report all eventual approvers but the Manager queues will not see the items (that is, only the Project Approver and Customer approval queues will). As soon as the last Project Approver who was required to approve before managers approves the items, those approval items will then be added to the Manager approval queues.