In the Expense Report Document Box, you can view expense reports submitted by employees, check approval status, and approve or reject them. You can also download expense reports as PDF, attachments, or Excel files.
Viewing Expense Report Documents
Click [Expense Management] in the left menu, then [Expense Report Document Box] in the upper right to view all expense report documents submitted by your company's employees.
Click on an expense report document submitted by an employee to leave comments and communicate with the drafter if needed.
Click on an expense report where you are an approver to approve the document, or click the three-dot button in the upper right to 'edit' the document on behalf of the drafter.
Only the drafter (author) can cancel a submitted document.
Once an expense report document has been rejected or approved, the rejection or approval action cannot be undone, so please carefully review the document before rejecting or approving.
If the drafter has canceled the document or the approver has rejected it, the drafter can [Rewrite] the expense report document at any time to rewrite and resubmit it.
When you click [Vendor] in the expense report document box submitted by employees, you can view all information at once on a new detail screen, including attachments, referenced approval documents, and full memo contents registered on the receipt.
You can view [Memo] and [User] field values directly in the table without having to click each receipt individually. If the memo or user name is too long to display fully in the cell, you can hover your mouse cursor to see the full content via tooltip.
Viewing Documents Using Sorting and Filters in the Expense Report Document Box
Click the [Sort] button in the upper right of [Expense Report Document Box] to set sorting rules for viewing documents by most recent or oldest creation date.
You can quickly look up documents using filters for [Creation Date], [Form], [Progress Status], [Author], [Approver], [CC], [Document Title], [Document Number], and [Attachment Status].
Click [View 100 per page] at the bottom right of the expense report document box to set the maximum number of documents displayed per page. You can also navigate between pages.
Downloading Expense Report Documents
In the left menu, click [Expense Management], then in the upper right [Expense Report Document Box], select the documents to download and click the [Download] button at the bottom.
Select the download target (PDF, Attachments, Excel), enter the download reason, then click the [Download] button.
When downloading as PDF, you can also choose whether to include document history, comments, and attachment lists in the download.
A reason must be entered. The entered reason can be viewed in the audit log.
When the download is ready, we will notify you via email or flex web notification! If there are many items to download, it may take some time.
When the download is ready, we will notify you via email or flex web notification! If there are many items to download, it may take some time.
When you receive the download ready notification, clicking on it will start the download.
Administrators with expense management permissions can click on documents they created or received in [Expense] -> [Expense Report Document Box] to download expense report documents at any time.
FAQ
An employee submitted an expense report document, but it seems to have been written using the old form.
An employee submitted an expense report document, but it seems to have been written using the old form.
Employees can duplicate their previously approved expense report documents to submit new ones. However, if the duplicated document form has been changed by an administrator, they will see a [Apply Latest Policy] button at the top of the document.
When writing a duplicated document, the employee can click the [Apply Latest Policy] button to update the document form to the current latest version before writing. If you think an employee has written an expense report using the old form, please guide them to click the [Apply Latest Policy] button before writing and submitting the document.
