Expenses - Report Detail
By default, the Report Detail tab will be inactive until you select a Report to view. While in the Reports tab, if you click on the Report Name field in Panel 1, the Report Detail tab will become active.
The Report Detail tab will rename to whichever report you've selected, in my example above it will change to London Trip and remain active until you choose another Report, or refresh your browser.
This is where users with Expense: Submitter permission will see the Expenses within a Report they have uploaded/created. As a user with Expense: Export, Schedule & Reimburse permission, this is where you will be able to see the details of the individual Expenses within a Report.
While in Expense Detail, you can do a number of actions which depends on the status of the Expense and Report, including:
- Create an Expense or Report - in the top right, click the Create
button to open a dropdown menu with the aforementioned options
- Edit an Expense - make adjustments to the Expense details. Click Save
or Reset
to save/revert any changes. This will depend on your Permissions and the status of the Report
- View Grouped Data - if you have Grouped Data enabled, you can view this via the Grouped Data
tab. All information on Grouped Data can be found here
- Remove from Report - while your Expense is Reported, you can Remove from Report
(depending on the status of the Report, after the Approved status you will not see this option). Once removed, the Expense will change to Unreported and will disappear from this tab
- Activity - leave notes and view activity history within the Activity
tab
- Download Report - to download the PDF of the Report, click the Download Report
button in the top right
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