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How do I view Expense Reports by Status?

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Updated on February 26, 2018 04:59AM by Admin

"By Status" option allows you to filter the expense reports based on their status. Expense Reports status has the seed values as default. They are as follows
  • Not Submitted
  • Submitted
  • Approved
  • Rejected
  • Resubmitted
You can also view your own expense report status. From this view you can also perform bulk action against expense reports records.

To View Expense Reports by Status

  1. Log in and access Expense Reports App from your universal navigation menu bar.
  2. Click on "By Status" menu from left navigation panel.
    By Status_Not Submitted
  3. The following statuses are the automated default status that behaves as per the action performed against expense report.
    • The expense reports that are created and drafted will be in "Not Submitted" status.
    • The expense reports that are submitted to the approver will be in "Submitted" status.
    • The expense reports that are approved by the approval manager will be in "Approved" status.
    • The expense reports that are rejected by the approval manager will be in "Rejected" status. 
    • The expense reports that are updated and submitted back to the approval manager will be in "Resubmitted" status
  4. The selected menu will display results at the page center of the dashboard.

The below image displays the results of "Not Submitted" expense reports.
Not Submitted Expense Reports

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