Overview:

On My Expenses screen, an employee can manage and see updates on the Expense Claims created. By default this screen displays my expenses for the last 13 months. The range of dates can be changed by altering the displayed Claim dates in the Filter selection.

Open

List of existing Expense Claims

Screen Guide:

• +New Expense Claim button will create anew Expense Claim.

• Full Name indicates the user’s name and is a link to open the existing claim.

• Claim Date indicates the date the claim was created (it also defines the accounting period the costs will fall into).

• Content is a summary that briefly describes what the claim is for.

• The Local Currency Reimburse value is the claim value in local currency that the employee is expecting to be reimbursed.

• Completed, Approved and Paid flags indicate the status of the Expense Claim.

• The Timesheets column has a link to the Timesheet List screen, displaying the timesheet for the week that this Claim falls within (if there is a timesheet).

• Bin check box allows a user to delete an expense claim that has not been completed yet. Only the employee requesting or an Administrator can delete an uncompleted expense claim.

Next Steps: