Expense Claim

To See List of Expense Claims

The screen show the list of your expense claims.
You can create, edit, and delete ones; report some or all of them; see whether you received reimbursements.

• Create Expense Claim creates an expense claim.
• Paid marks selected expense reports as paid, Unpaidas unpaid.
• Export downloads a CSV file of selected expense reports.
• Claim sends a report of selected expense claims to your recipients.
  
  * You need to select your recipients on Personal Settings > Recipients Settings screen before claiming.
  * You can file expense claims only when the application administrator selected common recipients.
• Delete deletes selected expense reports.
• Display drop-down options filter expense claims with: (Refining)
  Payment: "Unpaid," "Paid," and "All"
  Claim: "Not Claimed," "Claimed," and "All"
• This is the list of your expense claims showing their "Date," "Title," "Details," and "Amount".
  You can see easily whether an expense claim was already reported and paid.
  Click the link of an expense claim to go to Expense Details screen.
• This shows the total amounts of all expense claims and unpaid ones.

To Create an Expense Claim

Click "Create Expense Claim" and go to Create Expense Claim screen.

• Enter the date of the expense claim.
  When you click an entry field, a calendar will be displayed.
  * Enter a date in MM/dd/yyyy format, numeric.
• Select a title of the expense claim.
  
  * You can choose any of titles which the application administrator created.
• Enter the details.
• Enter the amount.
• Define whether you would like to send a report of the expense claim to your recipients right after saving the data.
  Otherwise, you can do it in the list of Main screen.
  
  * You need to select your recipients on Personal Settings > Recipients Settings screen before claiming.
  * You can file expense claims only when the application administrator selected common recipients.

Click "Add" button to save and add the data.

To See the Details of a Expense Claim

Click the link of an expense claim in the list and go to Expense Details screen, which provides a function to edit the data.

• This shows the status of the expense claim:
  Unpaid: The expense claim was unpaid.
  Paid: The expense claim was paid.
• This shows the details of the expense claim.
  

To Edit a Expense Claim

On Expense Details screen, click "Edit Expense Claim" and go to Edit Expense Claim screen.



You can edit anything you did when created.
Click "Update" button to save the changes.

To Delete a Expense Claim

On Main, Expense Details, or Edit Expense Claim screen, click "Delete" and Confirmation dialog will appear.
When you press "Yes" button, the expense claim will be deleted. The expense claim will be permanently deleted and cannot be recovered. Please take note.

To Search Expense Claims

The option area of Side Pane has the Search Expense Claim feature.
You can search expense claims with various criteria: Keyword and Date.

• The search finds expense claims which Details contain the words you typed in Keyword box.
  
  * If you want to specify more than one keyword, use space to separate keywords.
  * Specifying multiple keywords will perform "OR" search. This means the search results contain either one or more keywords that you specified.
  
• You can specify range of Date.
  When you click an entry field, a calendar will be displayed.
  * Enter a date in MM/dd/yyyy format, numeric.
• Click "Search" and you will see the list of results.
• "" clears all search criteria.

To Use Convenience Tools

You can find the convenience tools of Expense Claim in Side Pane.
They are "Import from CSV File" and "Export to CSV File".

• You can import data of expense claims from a CSV file.
  When you press the link ,CSV Import screen is displayed.
  For more information, see  To Import Expense Claims .
• You can export data of expense claims to a CSV file.
  When you press the link ,CSV Export screen is displayed.
  For more information, see  To Export Expense Claims .

To Import Expense Claims

Click "Import from CSV File" in the option area of Side Pane and open Import from CSV File screen.
You can create expense claims by bring data of a CSV file.

• These are fields of expense claims. You can sort the order based on the import file.
  
  * Press and hold down the mouse button over a field name and move the mouse up and down and release the mouse button on desired place to change the order.
• Select a file. If you would like to ignore the first line, select the check box.
• Choose a character encoding and delimiter of the file.
  Press Change Settings link to change the character encoding and delimiter options.
  
• Select a character encoding.
• Select a delimiter.

When all done, click "Import" and importing will start running.

To Export Expense Claims

Click "Export to CSV File" in the option area of Side Pane and open Export to CSV File screen.
You can download a CSV file of your expense claims.

• Enter range of Period; from when to when you would like to export the data of.
  When you click an entry field, a calendar will be displayed. Click a date on the calendar, and it will be set to the field.
  
  * Enter a date in MM/dd/yyyy format, numeric.
• These are fields of expense claims. You can sort the order.
  
  * Press and hold down the mouse button over a field name and move the mouse up and down and release the mouse button on desired place to change the order.
• Select a character encoding and a delimiter.
  Press Change Settings link to change the character encoding and delimiter options.
  
• Select a character encoding.
• Select a delimiter.

When all done, click "Export" and exporting will start running.