Expense Report

This page covers the expense report flow. Use it when an employee submits a business expense.

What the screen tracks

Field	Meaning
document_no	Document number
date	Expense date
purpose	Purpose text
employee_id	Employee
account_name	Expense account
ledger_id	Ledger
location_name	Location
project_name	Project
class_id	Class
department_id	Department
due_date	Due date
advance_to_apply	Advance amount to apply
advance_allocations	Advance allocation lines
payment_status	Payment status
total_paid	Total paid
currency_id	Currency
exchange_rate	Exchange rate
approval_status	Approval status
approved_by_name	Approved by
details	Expense lines
tax_details	Tax lines

Example

An employee submits a travel expense report. The report lists the purpose, the account, the tax, and any advance that should be applied. The approver can then review it before payment or posting.