Expenditure Report Request Status
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    Expenditure Report Request Status

    • PDF

    Article Summary

    Available in Classic and VPC

    In the Expenditure Report Request Status menu, you can check the expenditure report request status created with the expenditure report form. You can also search and view the expenditure report request status by condition and download the list of expenditure report requests as an Excel file.

    The Expenditure Report Request Status menu is displayed only if the expenditure report usage status is set to Use in the Expenditure > Settings menu.

    The Expenditure Report Request Status page is laid out as follows.

    workplace-pc-expenditure13_plan_ko

    FieldDescription
    ① Search windowSearch the expenditure report request status by status, budget, department, period, budget name, creator, expenditure item, document number, document title, and project code
    DownloadDownload the list of expenditure report request status as an Excel file (See Download List of Expenditure Report Request Status)
    ③ List of expenditure report request statusCheck the list of requested expenditure reports You can check the expenditure report details by clicking the document number
  • Project Code: This field is displayed is the company has set it to Use (Set in the Admin > Common Code > Manage Common Code menu) If the expenditure report requestor has requested it by entering a project code, you can click the Project Code in each row to view related information
  • ④ Number of displayed itemsSet the number of expenditure report request documents to be displayed on a single page of the list
    Note

    The Budget, Budget Type, and Budget Item fields are displayed only if the company uses the Budget service and has enabled budgets in the Expenditure Service > Settings menu.

    Download List of Expenditure Report Request Status

    The following describes how to download the list of expenditure report request status.

    1. In the WORKPLACE PC web page, click the [Service Menu] > [Expenditure] button.
    2. Click the Expenditure Report Request Status menu.
    3. If necessary, enter the expenditure report request status condition to be searched in the Search window, and then click the [Search] button.
      • You can view the expenditure report request status that match the entered conditions.
    4. Click the [Download] button.
      • The list of expenditure report request status is downloaded as an Excel file.
    Note

    Downloaded files are stored as ReportPlanList.xlsx in the Downloads folder.


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