Expenditure Report Request Status

This feature is available after applying for WORKS Finance.

You can check the expenditure report request status created with the expenditure report form. You can also search and view the expenditure report request status by condition and download the list of expenditure report requests as an Excel file.

The Expenditure Report Request Status menu is displayed only if the expenditure report usage status is set to ‘Use’ in the ‘Expenditure > Settings’ menu.

The Expenditure Report Request Status page is laid out as follows.

 

Field Description
① Search window Search the expenditure report request status by status, budget, department, period, budget name, creator, expenditure item, document number, document title, and project code
② Download Download the list of expenditure report request status as an Excel file
③ List of expenditure report request status Check the list of requested expenditure reports You can check the expenditure report details by clicking the document number

  • Project Code: This field is displayed is the company has set it to Use (Set in the Business Support Settings > Common Code > Manage Common Code menu) If the expenditure report requestor has requested it by entering a project code, you can click the Project Code in each row to view related information
④ Number of displayed items Set the number of expenditure report request documents to be displayed on a single page of the list
The Budget, Budget Type, and Budget Item fields are displayed only if the company uses the Budget service and has enabled budgets in the ‘Expenditure > Settings’ menu.

Download List of Expenditure Report Request Status

The following describes how to download the list of expenditure report request status.

  1. Click the ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Expenditure’ in the pop-up window.
  2. Click at the top left of the screen.
  3. Click ‘Expenditure Report Request Status’ from the menu.
  4. If necessary, enter the expenditure report request status condition to be searched in the Search window, and then click ‘Search’.
    • You can view the expenditure report request status that match the entered conditions.
  5. Click 'Download'.
    • The list of expenditure report request status is downloaded as an Excel file.
Downloaded files are stored as ReportPlanList.xlsx in the Downloads folder.
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