Reviewing the Expense Management reports

This chapter provides information about the reports or documents that can be printed and reviewed in Infor Expense Management.

You can print or preview a report or a document that has an associated print template. Print templates determine the data that is displayed in the printed document (report).

These are only the standard print templates. Based on the options in your application profile, you can access a subset of these templates. Your company may have additional custom reports.

All the standard print templates display this basic information:
Content Description
General Information The general information about the employee such as, the employee name, the ID number, the manager or the approver and the cost center.
Linked Documents The documents linked to the report. You can click a link to open the attachment in a separate window.

This section also displays these details:

  • Expense Report details attached to a Travel Plan (TP), only if the expense report is created using a TP document.
  • Reconciliation report of the ER and the attached TP.
Absence Detail The reason for an employee's absence. For example; sick time, holiday, or jury duty.
Document Exceptions The exceptions related to the document. The information includes the violation and the explanation specified by the user.
Item Exceptions The line item level exceptions. The information includes the violation, the item number, and the explanation specified by the user.
Document Notes The notes attached to a document. For each note, the name of the user, the date, and the details of the note are provided.
Item Notes The notes attached to a line item. For each note, the item number, the name of the user, the date, and the details of the note are provided. For Mileage type of expenses, the note includes the start and end points of the trip.
Audit Log The audit details.
Signatures The signature of the employee and the reviewer, including the date.