Expense Posting Dashboard Fields
The following table provides descriptions for the fields shown on the Expense Posting Dashboard.
Expense Admins can access this dashboard by selecting Post Expenses to a Batch for additional information.
. SeeField | Description |
---|---|
Receipt Status |
Defaults to Approved. Receipt Status options include the
following:
|
Employee filter |
Defaults to All Employees. Select a specific employee from the dropdown list to view only the expenses submitted by that employee. |
Company filter |
Defaults to your assigned PR Company. Select a company from the dropdown list to view expenses associated with that company. |
PR Group filter |
Depending on whether your organization processes expenses through
Payroll or Accounts Payable, the PR Group filter offers different
options:
|
Expense type filter (Reimbursement or Credit Card) |
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 be processed through Accounts Payable and paid to the AP Vendor assigned to the applicable company in the portal setting Vendor for Credit Card Processing (Company Specific). |
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. |
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. |
Manage button |
Select the Manage button to access the following options:
|
Grid columns |
Columns available in the Expense Posting Dashboard grid:
|
Attachments |
To view attachments, select the blue paperclip
icon to the far right
of a line on the grid:
|
Actions |
The following options are available from the Actions
button:
|
Move to Batch |
When you are ready to move expense receipts to Vista, select the checkbox(es) for those items in the grid, and then select the Move to Batch button. When you select the checkbox on a line to move items to a batch, all items in the receipt are automatically selected. Depending on which Expense Posting Mode you have enabled, you will be able to post via Payroll or Accounts Payable. Note: Time posted via
Payroll will go into a batch in PR Timecard Entry in Vista, and time
processed in AP will go into AP Transaction Entry Vista. You must then
process those entries in their respective batches in Vista in order for users
or vendors to be paid.
|
Search | Allows you to refresh the grid based on your filters. |