Expense report (form)
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.
Tasks that use this form
Navigating the form
The following tables provide descriptions for the controls in this form.
Action Pane tabs
Tab |
Description |
---|---|
Expense report |
Print the expense report or view details about the expense report. |
Tabs
Tab |
Description |
---|---|
Header |
View general information about the expense report. |
Lines |
View or edit details about the expense report. |
Action Pane buttons
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. |
Buttons
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. |
Fields
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. |
See also
Postere en utgiftsrapport til finans
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