Expense Report Record

An expense report allows you to record your expenses, submit them for approval, and track their approval and reimbursement. If you're a manager, you can review and approve or reject expenses submitted by one of your reports or by a consultant working on your projects.

The expense report page may include the following tabs, depending on your account configuration:

• Receipts – The Receipts tab shows the list of receipts in your expense report. You can use the standard list functionality to personalize, sort and filter the receipt list. For more information about working with lists, see Lists.

• Worksheet – The Worksheet tab shows the list of receipts in your expense report and lets you add receipts by entering the receipt details in the grid.

  Note:

  This tab may not be available depending on your company's account configuration.

• Expense Report– The Expense Report tab shows a tabular view of the expense report with information about all receipts in the expense report which you can print, save as PDF, or download as a CSV or HTML file. The tab also lets you view the list of receipt attachments.

• Properties – The Properties tab holds general information for the expense report. You can also add notes or attachments.

• Submit/Approve – Use the Submit/Approve tab to submit your expense report for approval, view the approval history of an expense report, along with any notes for each approval stage, or to approve or reject the entire expense report.

• Reimbursements – Depending on your company's account configuration, SuiteProjects Pro may let authorized employees enter reimbursements against approved expense reports using the reimbursements tab.

  Note:

  This tab may not be available depending on your company's account configuration.