Expense Report History Page

Use the Expense Report History page (EX_RPT_HIST_FL) to view the expense report and wallet history.

The Expense Report History page is in the EX_RPT_HISTORY_FL component.

The data displays in a two-panel format. The left panel displays the expense history categories and the report-count for each category. The right panel displays the expense history based on the expense category you select on the left panel.

By default, the system displays the last 6 months of your data and you can adjusted it using the My Preferences - Expense History Page.

A larger device such as an iPad, tablet, or desktop displays the history in a grid format. It may contain additional data such as report description and business purpose, which is not displayed on a smartphone.

Field or Control	Description
Actions - Change Employee	Select an employee for whom you want to view the expense history. The Employee Search grid displays the list of employees for whom the current user has the Edit or Edit/Submit access to view expense history. For more information on setting up authorized users to process expense transactions for themselves and for others, see Setting Up Authorized Users
(filter)	Select to change the date range if no reports are displayed based on the search criteria entered in My Preferences page. For information, see the section My Preferences page in this document. This Update Filter button displays if you tried to filter the data and there is no data returned. This filter button will be displayed in green to indicate there is filter criteria being entered.
Create Expense Report	Select Create Expense Report to create a new expense report. For more information, see Expense Report Page Note: When you create an expense report from the Expense Report History page, the expense report will be created for the employee you have selected and not for the employee linked to the login ID.
	Sort the data within the expense history list. The Sort button is displayed in green to indicate specific sort criteria that is being used.
	Select an expense report or view the expense report. If the expense report selected is not submitted yet, the system will display the Expense Detail page. Otherwise, the system will display the Report Summary page.
	Select the slider to show the left panel of expense history.

Expense Report History

Select Expense Report History on the left to perform these actions:

Field or Control	Description
Copy To New Report	Copy the existing report to a new expense report.
Delete Report	Select to delete the transaction.
Send Notification	Select to access the Send Email Page and send a notification.