Quick Start Guide

Sample 'Expense Report'

This report displays the status of employee expense reports in the Expense Report category.

Employee Name - This comes from the Employee Name field in the category.

Expense Status - This comes from the Expense Status field in the category. The default statuses are:

•Approved

•Missing Info

•Rejected

•Submitted to Finance

•Submitted to Manager

•Under Review

Expense Amount - This comes from the Amount field in the category. The sum of all expenses for a specific employee is listed as the Total in the last row for each employee block. The sum of all expenses currently in processing is highlighted in red at the bottom of the report, while the sum of approved expenses is highlighted in green.

Expense Count - This is a count of expense reports in the category which meet the relevant parameters (employee, status, etc.).