The standard report APPROVALANDCONTROLDATE is a very useful report which provides data at transaction level about the Expense Report Creation, Approval, Control and Settlement.
Select the entity for which you want to run the report. If you are group reporter, you can see in the drop-down list all the entities of the group. Otherwise you will see just the entity where you have the user profile.
Select the Expense Report Creation period. E.g Current month means from the 1st day of the current month until today.
Empty means that the current day is set. Set the date according to which the system to determine the Expense Report Creation period. E.g today 9th of November 2018, the Last Full Quarter is Q3 (July- September 2018), but if I set the date 9th of July, then the Last Full Quarter is Q2 (April - June 2018).
2.4 Output type
Please choose the file type between .txt, html, .xls and .xlsx. The radio button is related to the value from the left. e.g. in the screenshot below it's selected html, not .xls
2.5 Empty reports
Please choose if an empty file should be generated or not, in case there are no items in scope for your selection.
3. Output Settings and Schedule
This section is the same for all our standard reports. Please check this article for more details about how to schedule a standard report.
User_FirstName - the first name of expense report's owner
User_LastName - the last name of expense report's owner
Report_Ref - the expense report reference
Report_Date - indicates the date when the report was created; not when the report was submitted.
GrossAmount - gross amount in customer currency
Item_Status - indicates the current step of the approval workflow in which the item is; please see below the possible values:
1 = Waiting
the item has been entered but has not yet been reported in any expense report
2 = Draft
the item has been selected in a report but not confirmed
3 = Submitted
the item is included in a confirmed report
4 = Rejected
the item has been rejected by one approver
5 = Accepted
the item has been accepted by all approvers
Approval_Time - date and time when the approver approved the report; if he approved multipe times, the column indicates the last time when the approver approved
Controlling_Date - date and time when the controller approved the report; if he approved multipe times, the column indicates the last time when the controller approved
Settlement_Date - the date when the report was settled in MobileXpense; it was included in the accounting file and sent to customer's ERP