The Expense record form is where key information about a business expenditure is kept.
In the ribbon, available actions are displayed for the current Expense record, such as deactivating the record, deleting the record, or running a report. The actions available depend on your security role and permissions.
Record forms have tabs that allow the user to move between different data elements of the record. On the Expense record, you’ll see the following tabs:
- Summary – Displays expenditure details, such as date incurred, expense category, amount, and can be flagged as reimbursable to the employee and billable to a customer. The Expense can also be tied to an Expense Report, and documents (receipts, invoices, etc.) can be appended to the record.
- Timeline – Stores historical notes and activities against the record. For more information, see Timeline | EvergreenWorx.
- Related – Other related items, such as Record Audit History and Activities.
Status of the record shows whether this Expense is New, Reported, Pending Approval, Approved, or Canceled.