Local Expense Reports Details
The Local Expense Reports Details page provides a comprehensive overview of local expense claims, including beneficiary details, organization unit, and financial summaries. This page helps users efficiently track and manage expenses incurred within a specific organization.
General Information
Approvers assigned in the approval workflow also have access to this page, with additional buttons to either approve or reject the Local Expense Report.
- Beneficiary: Displays the selected beneficiary. If the user has Local Expense Manager permission, the beneficiary can be chosen from a list of users; otherwise, the current user is selected by default.
- Organization Unit: Shows the organization unit, either autofilled for users in a single unit or selected from a dropdown if they belong to multiple units.
- Purpose: Displays the reason for the travel or expense report.
- Summary: Shows Total, VAT, and Total Including VAT.
Document Rows
- Expense Type: Select from predefined expense types available in Expense Types.
- Description: A brief explanation of the expense.
- Date: The date the expense was incurred.
- Quantity: The number of units related to the expense.
- Price: The cost per unit.
- Rate: The exchange rate, if applicable.
- Total: The total cost, calculated based on quantity and price.
- Attachments: Allows users to upload and manage supporting documents for expense verification.
- Previous
- Local Expense Report Create