Administration Guide
3.18 - Expense Claim Administration Screen

Your expense claim administration screen lets you review the contents of entered claims, edit and save changes to claims which are not noted as being approved, and approve or disapprove expense claims as appropriate.

Expense claims can also be deleted using this screen if the timesheet and expense claim deletion option has been enabled for your Senomix session (as described in Section 3.31).

This screen is reached from your review records screen after sending a request to "Get Records".

expense claim administration screen

The buttons and fields provided on this screen are as follows:

Home

Exits the screen and returns you to your main menu.

Back

Exits the screen and returns you to your review records screen.

Approve / Disapprove

Approves or disapproves the selected expense claim as appropriate for its current approval status. Once record has been approved, it will be locked from any further edits, with your account noted as being the 'approval user' for the expense claim.

Disapproving an approved expense claim will unlock the record and allow changes to be made to its contents both through your administration application and through an employee's time and expense entry application.

Details

Opens the selected expense claim in your expense claim detail screen. If the expense claim is not approved, the record can also be edited and its changes saved through that screen.

Delete

Deletes the selected expense claim and all of its associated entries. Once an expense claim has been deleted, it will be permanently removed from your system.

Before being able to delete an expense claim, you must first enable timesheet and expense claim deletion through your system settings screen. Once deletion has been enabled for your session, you will be able to remove any timesheet or expense claim from your system.

Since deleting an expense claim is something typically done only on rare occasions, this extra step for first enabling your delete button is a safety measure put in place to help avoid accidental record removal.

Prev

Selects the previous expense claim displayed in the screen's table window.

Next

Selects the next expense claim displayed in the screen's table window.

Help

Opens a new web page displaying help for your current screen.

Employee Name

Displays the name of the employee to whom the selected expense claim belongs.

Employee No.

Displays the employee number of the employee to whom the selected expense claim belongs.

Claim Date

Displays the claim date of the selected expense claim.

Expense Claim Id

Displays the system-assigned id of the selected expense claim.

Approval Status

Displays the approval status of the selected expense claim. This will be one of "Approved" (for approved expense claims), "Disapproved" (for expense claims which have been disapproved), and "Pending Approval" (for expense claims which have not yet been approved).

If the expense claim has been noted as having been paid to the employee who submitted the claim (using the 'Paid' toggle on the expense claim record), the text '- Paid' will be appended to the approval status of the claim.

Approval User

Displays the name of the system user who approved or disapproved the selected expense claim.

If the selected expense claim is still pending approval, this field will be blank.

Approval Date

Displays the date and time on which the selected expense claim was approved or disapproved.

If the selected expense claim is still pending approval, this field will be blank.

To approve or disapprove an expense claim, select the record in your table window and click the approve (or disapprove) toolbar button. After clicking "Yes" in the confirmation prompt which appears for your action, the selected expense claim will be approved and locked from further edits (or disapproved and be made open for edits once again).