Manage Expenses to Approve Fields

Here is a description of the fields and buttons on the Manage Expense Reports to Approve page.

Note:

The columns that appear on this page depend on the Expense Report Approval Columns field set in the Expense Report object. For further information, see Expense Settings.

Filter Approval Requests

Key:
* – Mandatory.
R – Read-only.
M – Milestone drop-down list only available when you select a project.

Field		Description
Project/Assignment		Project or assignment to filter the displayed expense report approval requests on.
Resource		Resource on which to filter expense report approval requests.
Milestone	M	Milestone on which to filter expense report approval requests. The Milestone drop-down list only lists milestones for the project you chose in the Project / Assignment drop-down list.
Billable		Billable status on which to filter expense report approval requests.

Buttons

Button	Description
Filter	Filters the expense report approval requests depending on the criteria you choose in the Filter Approval Requests section.
List All	Lists all the expense report approval requests.

Expense Report

Key: R – Read-only.

Field		Description
Expense Report	R	Name of the expense report to which the expense approval request relates.
Information Icon	R	Shows the fields that your administrator has configured to display when you hover over the icon.
Project	R	Project to which the expense report approval request relates
Assignment	R	Assignment to which the expense report approval request relates.
Resource	R	Resource to which the expense report approval request applies.
Milestone	R	Milestone to which the expense report approval request relates
Billable	R	Indicates whether the expense report is chargeable to the customer.
First Expense Date	R	Date of the first expense in the expense report.
Last Expense Date	R	Date of the last expense in the expense report
Total Billable Amount	R	Total billable amount for all expenses in the expense report.
Total Non-Billable Amount	R	Total non-billable amount for all expenses in the expense report.
Number of Expense Lines	R	Total number of expenses in the expense report.
Comments		Comments to be sent to the resource when you approve or reject the selected expense reports.

Buttons/Controls

Button	Description
Checkbox	Indicates whether the expense report is to be included in the action when you click Approve or Reject. To select all expense reports for approval or rejection, select the checkbox in the heading line.
First	Displays the first page of expense report approval requests.
Previous	Displays the previous page of expense report approval requests.
Next	Displays the next page of expense report approval requests.
Last	Displays the last page of expense report approval requests.
Approve	Approves the timecards for the selected expense report approval requests.
Reject	Rejects the timecards for the selected expense report approval requests.

 

Manage Expense Reports to Approve Fields and Buttons in the PSA Mobile Application

Buttons

Buttons are the same for Expense Reports to Approve and Timecards to Approve tabs of the PSA Mobile application. Here is the description of the buttons.

 

Button	Description
Approve	Approves the selected expense report approval requests.
Close	Enables to go back to the previous page.
Filter	Displays the Filter panel that allows you to filter the expense reports in the list view.
Reject	Rejects the selected expense report approval requests.
Reassign	Reassigns the selected expense report approval requests to another user. Allows you to select the user. The Reassign button is visible in the button bar when Allow Reassign is checked in the LAB properties.
Select	Enables to select one or more records in the list view. When tapped, checkboxes appear with the records to select the desired records to approve, reject, or reassign.
Sort	Displays the Sort panel that allows you to sort the expense reports in the list view.

Fields

The following default fields are displayed on detail views of Expense Report Approval Requests. To view more fields on the detail view, contact your administrator to update the field set name in the Detail View Field Set API Name LAB property.

Note: All fields are read-only.

Key:

L- Indicates the default fields displayed on the list view, Filter panel, and Sort panel. To view more fields, contact your administrator to update the field set name in the List View Field Set API Name and Filter Field Set API Name LAB properties.

For more information, see Mass Approval Mobile Lightning Component Properties.

 

Field		Description
Expense Report Name		Name of the expense report to which the expense approval request relates.
Project	L	Project to which the expense report approval request relates.
Assignment		Assignment to which the expense report approval request relates.
Resource	L	Resource to which the expense report approval request applies.
Billable		Indicates whether the expense report is chargeable to the customer.
First Expense Date		Date of the first expense in the expense report.
Last Expense Date		Date of the last expense in the expense report.
Total Billable Amount	L	Total billable amount for all expenses in the expense report.
Total Non-Billable Amount	L	Total non-billable amount for all expenses in the expense report.