The following information provides details on the fields and options on the Expense Log screen, list view:
Key Fields
The key fields at the top of the Expense Log screen define the data about to be entered or that you want to review.
View By:
The Expense Log can be viewed by Employee,
Project or Vendor. Select
any option from the drop-down list in this field. If you choose Employee,
expenses can be logged for one employee on multiple projects. If you choose
Project, expenses can be logged for many employees on one project. Typically,
expenses are entered by an employee in "View By: Employee" mode.
However, when project managers review records, they normally review them
per project in "View By: Project" mode. This field affects the
records being displayed in the grid below.
A security setting for Expense Log enables the project and employee managers to see records for only those employees that the user is manager for. Thus, expense data can be viewed at on the "workgroup" basis, so that projects or employees can be selected on the basis on their Manager designation.
Project/Employee/Vendor: (required)
Depending on what is selected in the View
By field, Employee/Vendor or Project field is displayed. Select
the project or employee by clicking 
. Click the list
header to sort the list in any order. When an employee or vendor who is
permitted to access the time and expense screens only logs in, this field
is pre-filled. In addition, this field is unavailable and non-editable.
Click the Filters... link to display the relevant Filter screen wherein filters can be applied to the respective drop-downs for selective viewing. This would depend on the option selected in the View By field. On the Project/Employee Filter screen, select the check box for the Project/Employee (or Vendor) records that you want to display in the drop-downs in Expense Log.
Period:
The period field provides Day, Week, Biweekly, Month, Bimonthly, Year,
Fiscal, All, Custom, etc. They determine the range of expense entries
that are displayed in the grid. They do not restrict the dates you will
assign to the expense entries. The next field, Period Including, works
in combination with the Period field to determine what range of expense
entries are displayed in the grid. In case of All option, all the expense
entries recorded for the selected Employee/Project are displayed in the
grid, irrespective of the date in the Period Including field.
Period Including/Period From-To:
Enter any date within the period you want to display. You can select the
date from the drop-downs or the Calendar.
You can also use - (Previous Day), + (Next Day) to decrement or increment
the date by one day or Today to select the current date. If the Period
you have selected is "month", and the Period Including is "February
28, 2021", you will view the expense entries for the month of February
2021. Again, neither the Period nor the Period Including fields restrict
the dates you will assign to the expense entries. If you select Custom
or Bi-Weekly in the Period field, the
Period Including field changes to Period From and To fields and accepts
a range of dates.
More Filters:
Select from this drop-down list to display selective expense entries, say those which are submitted, approved, unapproved, billable, billed, reimbursable, those associated with vendor bills, etc. Click Refresh to apply the selected filters.
Expense Log Grid
Expense Log grid is your guide to expense entries. It is a series of rows and columns. Each row is a separate time record. In the grid, you can view the previous time entries and can also edit or delete them. Click the column headings to sort the columns in the grid. The number of records displayed in the grid will depend on the selection made in the Rows list box. Entries displayed on the grid cannot be edited in the grid but rather in the data entry section of Expense Log screen. Select the record by marking the check box against the expense record. You can also select all the records in the grid at once by marking the topmost check box.
Grid details are carried from the Expense Log screen. Clicking Edit 
opens the Expense
Log screen where you can edit the selected expense record.
Click Delete 
adjacent to an expense record to delete
it.
Help:
Opens the Web Suite Help in the Expense Log List section.
Print:
The drop-down displays a list of in-context reports. You can print, preview or cancel the reports from here.
Options:
On the button panel, click Options to show the below mentioned fields:
Filters (On/Off):
Turns on/off all the filters. Select the check box to apply filters to the drop-down lists.
Show Totals:
Mark the check box to view the below mentioned fields. Based on the selection made in the key fields, their value varies accordingly.
The Show Totals option gets disabled
on checking Do Not Show Totals
rule in the Global
Settings-Time & Expense screen.
Rows:
Select the number of rows of expense entries to be displayed in the grid at a time. You can choose from a range of 15-1000 rows for the display.
Clear All:
Clears all the filters applied on the screen.
Submit:
Opens the Submit-Approve screen that enables you to submit the selected expense entry for approval using various options. It will submit only those entries that are currently visible and selected in the grid.
Approve:
Approves the selected expense entries. Multiple expense entries can be selected using either Shift or Ctrl keys.
Find:
Opens the Web Suite Find screen to search for expense entry related or any others data.
New:
Click, opens the Expense Log Details view which allows you to record a new expense entry.
Refresh:
Clicked, the grid will be filled with expense entries based on the selections
made in the previous fields.