Employee Expense (Report)
Additional Information
The Employee Expense report generates a printable version of an expense report for an employee's personal records. The report includes a summary and detail option. It does not contain any receipt attachments.
General
This General area provides options to configure the report.
| Field | Description |
|---|---|
| Comment |
Enter any comments about the report instance. Comments will display on the report console and the banner page of the report. |
Restrictions
The report includes the following default restrictions:
| Field | Description | |
|---|---|---|
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From End Date |
Enter or select a from end date. This is the first date in the date range to include expense reports. Any expense report that has an End Date in the selected range will be included. |
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To End Date | Enter or select a fiscal period. This is the last date in the date range to include items. Any expense report that has an End Date in the selected range will be included. |
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Source | Select to include expense reports that are in a Draft or Final state in the system. |
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Include Image |
Select to include an image. This field defaults to the image defined for the Report Model or Theme. |
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Include Banner |
Select to generate the banner page on the report. By default, this field is set to generate the banner page. |
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Display Detail | Select to generate detail level information in the report. By default, this field is set to generate the summary version of the report. No drill down is available from the Summary report. |
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Include Detail Description | Select to include text descriptions with transaction detail. |
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Monetary Scale | Select if the monetary values in the report should be scaled, or divided by a number, to reduce the amount of space used. By default, Ones is selected, but available options include None, Ones, Tens, Hundreds, Thousands, and Millions. |
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Monetary Nbr of Decimals | Enter the number of decimal places to display for monetary values. By default two is selected, but the value can be between zero and three. |
The report includes the following optional restrictions:
- Creation Date
- Document Suffix
- Employee
- Expense Report Number
Sorts
The report includes the following sorts:
- Employee
- Employee Name