Bookshelf Home | Contents | Index | Search | PDF

Siebel Professional Services Automation Guide > Expense Reporting >

Creating an Expense Report Automatically

---

The following procedure explains how to generate an expense report that automatically includes expenses that meet each of the following conditions:

Expense is listed in the My Expense Diary view or the Activities Expenses view
Expense is for a date that falls within the current reporting period or a previous reporting period (not a future period)
Expense has not yet been included in a previous expense report

The expenses that meet these conditions are put into an expense report for the current reporting period, regardless of when each expense was incurred. This is called Auto Gen functionality. This procedure can be used from anywhere in the Siebel application. For information about creating an expense report manually, see Creating an Expense Report Manually.

To create a current expense report automatically

From the application-level menu, select File > Auto > Expense Report.

If you already have an expense report for the current period, and if its status is set to In Progress, then a workflow moves your expense diary items to the line items section of your existing report.

If you do not yet have an expense report for the current period, or if you have one, but its status is not set to In Progress, then a workflow creates a new expense report and moves the items in your expense diary to the line items section of the new expense report.

NOTE:  Once you have created an expense report using Auto Gen, you may find that some expense items do not belong in that expense report. In that case, you can move the inappropriate items back to your expense diary. For more information, see Removing Items from Expense Reports. When you have submitted the current expense report, you can repeat the Auto Gen procedure to place the remaining diary items in a new expense report, which will also be for the current period. If necessary, you can change the period for any unsubmitted expense report, including expense reports created by Auto Gen.

Bookshelf Home | Contents | Index | Search | PDF