Running the Miscellaneous Expense Report

Use the Miscellaneous Expense Report to generate a list of partner expenses. Follow these steps to run the report:

  1. Open the Miscellaneous Expense Report form.
  2. For these fields, select the range of values to include on the report:
    • Partner ID
    • Transaction Date
    • SRO number
    • SRO line numbers
    • SRO operations
    • Payment types
    • Miscellaneous codes
  3. For the Transaction Date, select Increment Date, if appropriate.
  4. Select a value for Show Status to include one of these types of expenses:
    • Approved: Include expenses that have been approved for the partner
    • Open: Include expenses that have not yet been approved
    • Complete: Include expenses that have been approved and paid to the partner
  5. Click Preview to preview the report output.
  6. Click Print to generate and print the report.
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