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Expense report (form) [AX 2012]

Updated: May 19, 2012

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Travel and expense > Common > Expense reports > All expense reports. Double-click the expense report that you want to open.

Use this form to view or edit an expense report.

The following tables provide descriptions for the controls in this form.

Tab

Description

Expense report

Print the expense report or view details about the expense report.

Tab

Description

Header

View general information about the expense report.

Lines

View or edit details about the expense report.

Button

Description

Expense report

Print the expense report.

Post

Post the approved expense report to the general ledger.

View distributions

View any expense distributions that are entered on the expense lines of the expense report.

Receipts

View receipts that are attached to the expense report or attach new receipts.

Button

Description

Post lines

Post selected expense report lines to the general ledger.

Show itemized/split lines

View itemized or split expenses that are included in the expense report.

Distribute amounts

Create or view a distribution for the selected transaction.

Subledger journal

View the subledger journal lines for the selected transaction.

Additional information

Open the Additional information form to view detailed information about the selected expense line.

Field

Description

Location

The location to which the worker traveled and incurred the expenses that are listed in the expense report.

Expense purpose

The purpose of the expense report.

Receipts attached

The receipts that are attached to the expense report.

Report date

The date that the expense report was created.

Document status

The approval status of the expense report.

Customer account

The customer account that is associated with the expense report.

Vendor account

The vendor account that is associated with the expense report.

Expense category

The expense category for the selected line item.

Payment method

The method of payment for the selected line item.

Currency

The currency for the selected line item expense.

Transaction amount

The transaction amount for the selected line item in the local currency.

Amount

The amount in the company currency.

Approval status

The approval status of the line item.

Original receipts received

Select this check box if the original receipts have been received for the selected line item.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).
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