Set the Receipt Status of Expense Entries

Reports

Using this functionality marks the paper receipts as received or not received for the entire expense report.

To mark paper receipts received or not received for a report:

1. Search for the desired expense reports.

2. Select the desired reports.

3. Select Mark Receipt Status > Receipts Received or Receipts Not Received. The Receipt Status column changes to reflect the new information.

Expense Entries

As you review the expense entries, you can edit the type of receipt that the employee has indicated is available, depending on your configuration.

To update the receipt status:

1. Open the desired report.

2. Select the desired expense.

3. The Receipt Status list allows up to three options: No receipt, Receipt and Tax Receipt. The processor may change this value to accurately reflect what type of receipt is available.

4. Click Save.

5. Repeat the above steps until all of the receipt statuses have been updated.