Customize the Expense Report Event Business Process

Security: These domains in the System functional area:

Business Process Administration

Manage: Business Process Definitions

Customize the Expense Report Event
business process and add actions as workflow steps to help you:

Audit and approve expense reports.

Ensure that expense reports comply with the travel and expense policies for your organization.

From the related actions menu of the Expense Report Event
business process, select

Business Process

Edit Definition

Consider including 1 or more of these report steps on the business process:

Option	Description
Credit Card Personal Charges	Identifies expense report lines or line itemizations that are personal charges on a corporate credit card.
Credit Card Transactions Not Expensed	Finds loaded credit card transactions not included on an expense report.
Expense Audit Work Area	Use to: Gain visibility into expenses by reporting category and payment category. Analyze spend by drilling down to multidimensional details from reports and graphs.
Expenses Exceeding Maximum Amount	Lists expense report lines or line itemizations that exceed the maximum allowed amount defined for the expense item. This report excludes expense report lines or itemizations marked as personal.
Expense Report Lifecycle	Use to identify milestone dates for expense reports such as expense report date, submitted date, and approved date.
Expense Report Pay To is Candidate Expense Report Pay To is External Committee Member Expense Report Pay To is Student	Use to route expense reports for each of these nonworker types to specific reviewers and approvers.
Expenses With Attendees	Use to retrieve expense report lines or expense itemizations where workers include attendees as an expense item attribute.
Expenses Without Receipt	Use to find expense report lines: Without the Receipt Included check box selected, fixed amount items, and electronically loaded credit card items. With the Receipt Included check box selected, but the corresponding expense report doesn't include attachments.
Find Cardholder Listing Files	Use to: Review all cardholders listed. Identify and correct individual credit cards that don't have an employee mapped.
Find Credit Card Transaction Files	Use to: View expense credit card transactions for 1 or more employees. Audit and identify transactions not submitted through an expense report or procurement card verification.
Find Expense Reports	Finds expense reports matching the criteria that you specify.
Find My Team's Expense Reports	Finds expense reports for members of your team matching the criteria that you specify.
Find Spend Authorizations	Finds spend authorizations matching the criteria you specify.
Find Worker Credit Cards	Finds worker credit cards matching the criteria that you specify.
Find Worker Credit Card Purges	Finds credit card purge runs matching the criteria you specify.
Maintain Payment Elections	Use to create or review payment elections for payroll, expense, and payroll interface pay types. From this report, you can modify bank account information and payment elections.
My Expense Reports	Use to view your expense reports and their details.
My Expense Transactions	Use to view your credit card transactions and their details such as date, description, status, and amount.
No Expense Report Submitted	Use to find workers who: Haven’t submitted expense reports within a specified time period. Don’t have any expense reports with a submitted date in the reporting period range you specify.
Out of Pocket Expenses	Displays expense report lines where employees paid out-of-pocket and have reimbursable amounts owed.
Top Expense Items	Use to view expense amount and corresponding percentage of total for top expense items for a company. Amounts are displayed in the reporting currency configured for your company. Access multiple dimensions for viewing details such as Expense Item for Billable Transactions and Cost Centers .
View Business Purposes	Use to view the usage count and title for all defined business purposes. You can edit a business purpose from its related actions menu.
View My Guests	Use to view: The guests listed as attendees on expense reports. The number of expense line items that include this guest as an attribute. You can also edit your guest names, titles, and companies.
View Payment Elections	Use to create or review worker payment elections for payroll, expense, and payroll interface pay types. From this report, you can modify bank account information and payment elections.
View Spend Transaction Instruction	Use to view instructions for spend transactions for the specified company. You can edit the instructions from the related actions menu.
View Travel Profile	Use to view worker travel preferences, vehicle information, and attached documents.
Wait for Expense Protect Inference	Use this Expense Protect service step to route expense reports based on risk score. You can configure this service step to skip approvals or require additional approvals. See Route Expense Reports Based on Risk.

(Optional) Select

Business Process > Maintain Advanced Routing

from the related actions menu of a step on the Expense Report Event
business process.

Configure advanced routing options for the step.

(Optional) Select

Business Process > Maintain Related Links by Definition

from the related actions menu of the Expense Report Event
business process.

Configure related links. Include http:// or https:// in the URL.

Edit Business Processes