Viewing Expense Reports
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
EX_EXPENSE_SUBMIT |
View an expense report in read-only mode. |
Use the View Expense Report page (EX_EXPENSE_SUBMIT) to view an expense report in read-only mode.
Navigation:
This example illustrates the fields and controls on the View Expense Report Page.
After you submit an expense report for approval, you can view it while it is assigned these statuses: Approved, Closed, Denied, In Process, Paid, Pending, Submitted, and On Hold.
Note: Fields on the View Expense Report page are the same as the fields on the Create Expense Report - Summary and Submit Page. Fields and functionality that are unique to the View Expense Report page are discussed in this topic.
Field or Control |
Description |
|---|---|
Expense Details |
Click to access the View Expense Report - Details page. This page is display only. |
Action |
Action options include Expense Report Summary and Export to Excel. |
View Approver Comments |
When an employee views an expense report that an approver denied or returned to the employee for revisions, PeopleSoft Expenses displays the first 30 characters of the approver's comments as a red link at the top of the View Expense Report page. Click the approver's comments, which appear as a link, to access the View Approver Comments page and view all of the approver's comments. |
Withdraw Expense Report |
Click to withdraw the expense report from the approval process. This option is only available when the report is in a Submitted for Approval status. |
Refresh Approval Status |
Click to refresh the report status. This option is only available when the report is in a Submission in Process status. |
Approval History
This section appears after you submit an expense report and displays a process line with icons that represent where the expense report is in the approval process. Below the process line, the system displays the approvers for each stage. If there is more than one approver for a stage, then system displays Pooled. If an icon is gray (inactive), then the expense report has not reached the approver stage. If the icon is colored (active) and does not have a green check, then this is the next stage in which the report will be routed. If the icon is colored (active) and has a green check, then the stage has been approved by the approver.
Field or Control |
Description |
|---|---|
Action |
Displays the completed steps in the expense report approval process. |
Role and Name |
Displays the role and name of the originator and approver,. |
Date/Time |
Displays the date and time on which the approval status was assigned. |