Overview
Expense Sheet Lines Tab is used when Line Item Approval is Enabled in Global Settings (Global Settings> Time and Expense Tab> Expense Line-Item Approval Section). This is where your Project Leaders, or Allowed Approvers, can approve specific line items on specific Expense sheets.
Note: A Expense Sheet cannot be imported to the E/R Journal until all line items on the Expense Sheet have been approved. Special Rights are available to Force Approvals and Rejections in scenarios where time needs to be billed and the approval process needs to be overridden. More on Approvals Special Rights
Field Descriptions
Filters
| • | Project Manager - When selected, the grid will filter the list of line items to projects where the logged in user is the Project Manager (PA> Projects> Members Tab) |
| • | Principal-In-Charge - When selected, the grid will filter the list of line items to projects where the logged in user is the Principal-In-Charge (PA> Projects> Members Tab) |
| • | Project Accountant - When selected, the grid will filter the list of line items to projects where the logged in user is the Project Accountant (PA> Projects> Members Tab) |
| • | Any Leader - When selected, the grid will filter the list of line items to projects where the logged in user is any of the above Project Leaders (or Allowed Approver assigned on Project) |
Expense Sheet Lines Summary Grid
| • | Project - Project Name associated with the item |
| • | Code - Project Code associated with the item |
| • | Employee - Employee associated with the item |
| • | Amount - Total amount of the Expense Sheet |
| • | Reimbursable Amount - Total amount to be reimbursed to the Employee |
| • | Lead Type - Logged in user's role (PM, PIC, PA) designated on the project associated with the item |
Expense Sheet Lines Detail Grid
| • | Reject (button) - Rejects the selected time / expense sheets |
| • | Approve (button) - Approves the selected time / expense sheets |
| • | Toggle Checked - When checked, all of the time / expense sheets in the grid will be selected or deselected |
| • | Title - Title of the Expense Sheet |
| • | Amount - Total amount of the line item |
| • | Reimbursable Amount - Total amount to be reimbursed to the Employee for the line item |
| • | WBS Path - Project Path associated with the line item |
| • | WBS Name - Project Name associated with the line item |
| • | Employee - Employee associated with the item |
Expense Sheet Lines tab uses standard Approvers applet Filters and Columns.
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