Locating Staff Expense Reports

Owned by IT Info
Apr 18, 2014
2 min read

As an approver of expense reports, you can find the expense reports awaiting approval by clicking the Staff Reports tab at the top of the Expense screen next to the My Reports tab.  (The Staff Reports tab appears for approvers and payers only.) 

Tip: Notifications appear at the top of the Expense page about expense reports that are awaiting your approval – you can click the notification's Approve reports link to find expense reports awaiting your approval under the Staff Reports tab.

The Staff Reports tab shows the Reports Pending Your Approval list. This list includes the date the report was submitted, the report number, who submitted the report, whether the report is in policy or not, and the total amount of the report.

Tip: You can find other staff reports by clicking the drop-down menu next to the "Reports Pending Your Approval" heading to choose one of the following:

  • Unsubmitted Reports
  • Reports Pending Your Approval
  • Approved – Pending Payment Reports
  • Denied Reports
  • Finalized Reports
  • All Staff Reports

To search for specific expense reports based on a criteria under the Staff Reports tab, click the Filter button to set your search criteria, and then click the Filter button within the filter section to search for results. For example:

You may want to find the most recent expense report for urgent approval and processing. Follow these steps:

  1. Select Reports Pending Your Approval in the drop-down menu under the Staff Reports tab (if it is not already selected).
  2. Click the Filter button above the list of reports. The Filter section appears.
  3. Enter the submitter’s name in the Submitter field.
  4. Enter the submitted date range in the Submitted Date fields.
  5. Click the Filter button at the bottom right side of the Filter section to see the results.

You may want to see all staff expense reports created over a period of time but not yet submitted. Follow these steps:

  1. Select Unsubmitted Reports in the drop-down menu under the Staff Reports tab.
  2. Click the Filter button above the list of reports. The Filter section appears.
  3. Enter the created date range in the Created Date fields.
  4. Click the Filter button at the bottom right side of the Filter section to see the results.

The filtered result list can be sorted by clicking the list headings. For example, you can click the Report Name heading to sort by report names, the No. heading to sort by expense report number, the Submitter heading to sort by submitter name, or the Business Expenses heading to sort by amount.

You can also export the result of a filtered search as a “.csv” (comma-separated values) file that can be opened by most spreadsheet and database programs. Click the Export button in the top right corner of the Staff Reports view.

To clear the filter settings in the Filter section, click the Clear Filters link next to the Filter button.