Can an approved expense be edited?

The end-user cannot edit an approved expense. Project Managers and Administrators can reject an approved expense and make modifications to it thereafter. Once an approved expense has been rejected, the end user can once again make modifications to it.

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Why can’t I see any values in the Expense fields?

Only users having the right to add expenses are entitled to see values in the “My Actual Expenses” task list column. The “Can See Financial Data” right enables the user to see values for “Estimated Expenses” and “Actual Expenses” on all projects he/she has access to. The Expense Approval project right allows a user to […]

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How can I locate expense documents?

Both the Home => Documents and Project Tab => Documents > Search pages now list expense documents under document type “Expense Document”. The Expense Approval list page also provides a link to download the supporting document if one was attached to the given expense.

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Can expenses be exported?

Expense reports may be generated on screen or exported to Microsoft Excel or CSV format. The expense report criteria page offers both of these options.

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I cannot edit an expense as the page is in read-only mode. Why?

If you created the expense yourself, it has probably been approved. An approved expense can no longer be edited by the end-user. If you are approving expenses, bear in mind that having expense approval rights on a project does not grant you the right to edit another user’s expenses. A Normal user must have Project […]

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Who can approve expenses?

A Project Manager or a Normal user who has been granted the “Expense Approval” project level right can approve expenses on that specific project. Administrators can approve expenses on any project.

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