Expense Claim Summary
The Expense Claim Summary report shows a summary of a whole expense claim including accounts, receipt details and notes. Anyone who submits an expense claim can view this report for their own submitted claim.
Your user role will determine whether you can view the report for the submitted claims of other users.
Reports and budget role comparison
What you can see and do with the Expense Claim Summary report
Other things you can do with this report:
- Publish the report (Advisor user role only)
The Expense Claim Summary report is generated for any individual expense claim at the time you submit it, or any claim that is approved or paid.
Access the Expense Claim Summary report from within Accounts > Expense Claims. Any claim that has a status of Awaiting Authorization, Awaiting Approval, Awaiting Payment or Paid will link to the report. You cannot generate this report directly from Report Center.
Click on the expense claim to open it, then click the View Expense Claim Summary Report link to access the report:
You may not be able to see expense claims of every status. Which expense claim tabs you can view will depend on your user role.
If you have a Standard or Advisor user role, you can also access the Expense Claim Summary Report by drilling down from the expense claims section of the Aged Payables report.
The Expense Claim Summary report shows all components of the expense claim. These are:
- submitted or approved receipts on the claim, and receipt date
- accounts used on any of the receipts in the claim and the amount assigned to each (including tax)
- any notes submitted or added to the claim. Notes submitted with each receipt are shown with that receipt.
The total shown for the expense claim is less any declined receipts.
This report draws its data from the expense claim, not from the chart of accounts. Unless the claim has been authorized, these amounts will not display in your chart of accounts or other reports that draw data from the chart of accounts.
Click on a line item on the Expense Claim Summary to view the individual receipt submitted.
To export the report:
Click Export, then select your preferred export option:
- PDF (printable format)
- Google Sheets
- Open, save or print the file as you need.