Expenses for a Period

This window enables the manager to generate a report that lists employees with expense entries that have been imported into payroll between the Period Start dates and Period End dates for the company.

(Hover over with your mouse to see the sample image in full size.)

Prerequisites

• Expenses should be inserted by the employee on the ESS Expenses screen
• Expenses submitted should be reviewed/approved on the Review Expenses (for Manager or Admin) screen
• Expenses status should be 'Imported to Payroll' on the Import to Payroll screen
• Ensure that the employee is in the included in the user's Security Profile

Report Features

• Records are sorted by employee number and include details such as total hours, total value, timesheet status, etc.
• Once a report is selected, the corresponding entry fields will be enabled.
• Note that the 'Expenses Approved and Paid in the Current Period' report and the 'Expenses Imported from a Date Range' report could have the same output as the 'Expense for a Period' report.

Field Information