Pending Expense Report
This report allows you to identify expenses that are waiting for either supplier approval of receipts, or client manager final approval.
This report produces the following
columns:
- Worker
- Requisition #
- Client
- Supplier
- MSP Name
- MSP Phone
- MSP Email
- Line #
- Expense Entry Category
- Expense Description
- Expense Destination
- Status
- Status Reason
- Purpose
- Expense Date
- Date Expense Submitted
- Quantity
- Amount
- Paid Amount
- Trip Expense
- Note
- Receipt Received
- Approved
- Cost Allocation
Filter | Description |
---|---|
Client | Select the client organization for the engagement. |
Requisition # | Select the requisition number. This field is set to 'All' by default. |
Worker | Enter the name of the worker(s) whose data is included in the report. This field is set to 'All' by default. |
Date Type | From the drop down, select the date type. You can select from the
following:
This setting is used in conjunction with From dateand To date fields. You specify a date range based on the end date type. |
From date | Enter the beginning date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date. |
To date | Enter the end date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date. |
Status | From the drop down, select the status of the expense to filter by. |
Include Receipt Rejected | Select the check box to include expense records where the receipt was rejected. |
Optional Columns | Select optional columns to include in the report output. Hold the Shift key and click column names to include multiple names in the output. |