Expense history

 

The Expense History page is used for viewing your previous expense sheets.  Previously approved expense sheets cannot be edited until they have been unapproved by your relevant expense  approver.

 

Previous expenses are viewed via Expenses > Expense History. Expense sheets are displayed in Start Date order.

 

  1. The filters at the top of the screen can be used for to narrow down the ranges for sorting and selecting timesheets

  2. The Start Date filter can  be used to narrow down the selection by the start date of the expense sheet – click on the down arrow and select from the drop down list.

  3. The End Date filter can be used to narrow down the selection by the end date of the expense sheet – click on the down arrow and select from the drop down list.

  4. The Status filter can be used to narrow down the selection by status of the expense sheet, e.g. to view Draft, Submitted, Approved, or Rejected expense sheets.

  5. To display an expense sheet click on the Start Date and expense sheet will open for viewing.

  6. To edit a previously submitted or approved expense sheet you will first need to ask the relevant expense approver to unapprove it.

  7. Rejected expense sheets can be edited and Resubmitted for Approval.

  8. You can print the expense sheet by clicking on Printable Expense Sheet.

  9. The Cog Indicator at the end above the Status filter provides four options – hover over and click on the required selection from the drop down list;

 

 

 

 

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