Expense - List

Selecting the Expense >> List menu option will present the user with listings of their Active and Completed expense reports and requests.  You can click on the expand icon (), to view the Completed Expense Reports/Requests sections.

Note that a summary version of the Active list is also available on several dashboards for quick access.

Topics covered on this help page include:

 

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Example Expense List screen:

Note: If the Enable Expense Request Functionality (unasense.request.enable) property is set to false, the Expense Requests widgets and icon will not display.

 

Field Descriptions (click on a link below for additional information):

 

 


Active Expense Reports / Requests

The list of Active expense items will usually be fairly short, and typically include expense reports that are INUSE, SUBMITTED, APPROVED, and DISAPPROVED.  

You may also see additional expense reports in your active list if they have a Pending Review.  If your system has been configured with the unasense.user.review.required, then expense reports that are pending your review will always show up in your Active list regardless of the expense report status.  See the Alternate Review Process  for more information.

Completed Expense Reports / Requests

Entries in your Completed list will typically contain COMPLETED, LOCKED or EXTRACTED expense items.  You can click on the expand icon (), to view the Completed Expenses sections.


Working with Expenses

Check out Working with Expenses for more information about updating and submitting expense reports and requests.


Expense Adjustments

Once an expense report has been marked LOCKED or EXTRACTED, you can no longer edit the expense report.  

If further change is necessary, you can either:

Note that you cannot delete an expense report if any of the line items have been included in the Expense Report Cost Post or the Billing & Revenue Post or a vendor invoice has been created from the expense report via the Create Vendor Invoice from Expense Report process.