Expense Posting
The Expense Posting Dashboard allows Expense Admins to access to expenses submitted for approval. The following table shows the fields available on the Expense Posting dashboard.
Access this dashboard by selecting Approve Expenses for additional information.
. SeeField | Description |
---|---|
Status |
Defaults to Approved. See below for all Status
options and their meaning.
|
Type | All expenses created in the Expense module fall under Reimbursement. If a user adds coding or links an existing expense line to a Credit Card Expense, it will fall under Reimbursement and will only be processed via AP to the AP Vendor assigned to the company via portal setting Vendor for Credit Card Processing (Company Specific) under . |
Manage button | Select the Mange button to access the following options:
|
Columns |
Columns available in the Expense Posting grid:
|
Attachments | If your item has a blue paperclip icon, it indicates that there
is an attachment. If you select the icon, the attachment displays. Note: You will not be able to change posting from
the Expense Posting Dashboard. |
Actions | The following options are available from the Actions button:
|
Move to Batch |
When you are ready to move expense items to Vista, select the check box
for those items in the grid, and then select the Move to
Batch button. Depending on which Expense
Posting Mode you have enabled, you will be able to
post via Payroll or AP.
Note: M Work Order Items can only be
processed in AP. Note: Time posted via Payroll will go into a batch in PR Timecard
Entry, and time processed in AP will go into AP Transaction
Entry in Vista. Then all entries will need to be processed in
Vista in their respective batches.
|
More button | The following options are available from the More button:
|
Min and Max filters | Allows you to select a dollar amount range for the expenses to process. |
Search | Allows you to refresh the grid based on your filters. |
From and To filters |
Allows you to select a date range for the expenses to process.
Note: If the date range is over six months, you
must select an Employee . |