Scenario There are instances when an Expense Report does not show on the EFT Bill Payments Page even after it has been Approved. Solution An Expense Reports will shown on the EFT – Bill Payment* screen when the following conditions are met: The Company’s Payment File Format and the Employee’s Payment File Format are the same The A/P Account set in the EFT – Bill Payment Page and in the Expense Reports are the… Continue reading Expense Report not Showing on EFT Bill Payments Page
Tag: Expense report
Transaction Line Automation in Expense Report
REQUIREMENT Develop an automation to populate the project code values in the expense report based on the provided conditions. SOLUTION The automation can be done by adding a userevent script that can populate the project code based on the conditions provided.
Expense limit and Expense Approval limit
Approval Routing feature is used to set up a hierarchy of supervisors and approvers who will approve purchase and expense transactions before they are processed. Expense Limit – The amount the employee can expense without supervisor or approver approval. In some cases, expense report bypasses supervisor approval. This is because if the amount is less than… Continue reading Expense limit and Expense Approval limit
Why the name of the employee missing in expense reports?
Scenario When creating Expense Reports, instance where employee names do not appear. Solution 1. Navigate to Lists > Employees > Employees. 2. On the main screen verify if Inactive field has a check mark. If so, this means that the employee is part of the inactivated records. If you need to create an Expense Report for the employee, you need… Continue reading Why the name of the employee missing in expense reports?
Restrict Employees from seeing other user’s Expense Reports for Approval
Restrict the employees from seeing other employees expense report for Approval and they need to view only their subordinates Expense reports or the same department’s Expense Report.
Enhanced File Security – Use Employee Specific Expense Folders Feature
Enhanced File Security
Default currency in Expense report
This article shows how to set the currency for an employee in expense report automatically.
Block expense report approval
Block the approval process by using user event script.