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      経費申請状況
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        経費申請状況

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          Article Summary

          このコンテンツは日本語をサポートしていません。

          Available in Classic and VPC

          In the Expense Request Status menu, you can check the status of plans requested through forms and the settlement status. You can also search and view the expense history by condition and download the history as an Excel file.

          Note

          For more information on expense plan and settlement request forms, refer to Create Approval Documents.

          Plan Request Status

          In the Plan Request Status menu, you can check the expense plan request status. You can also search and view the plan request status by condition and download the list of plan request status as an Excel file.

          Note

          The Plan Request Status menu is displayed if expense plan use status is set to Y in the Expense > Settings > Expense Settings menu.

          The Plan Request Status screen is laid out as follows.

          workplace-workplace-8-5_statususeapply_ko

          AreaDescription
          ① Search WindowSearches the plan request history by status, affiliated department, period, creator, participant, plan document number, document title, and project code (only provided if the admin has set to use project code).
          ② DownloadDownloads the plan request history as an Excel file. (Refer to Download List of Plan Request Status)
          ③ List of Plan Request StatusViews the list of plan request status.
        • Click Plan Document Number in each row to check the document.
        • Click Affiliated Department in each row to check the organization chart of the department.
        • Click Creator in each row to check the creator information.
        • Click Participant in each row to check the participant list.
        • If the expense plan requester applied by entering a project code, click Project Code in each row to check related information.

          • Download List of Plan Request Status

          The following shows how to download the list of plan request status as an Excel file.

          1. In the WORKPLACE PC Web screen, click the [All Services] > [Expense] button.
          2. Click the Expense Request Status > Plan Request Status menus in order.
          3. If necessary, enter the expense plan condition to be viewed in the search window, and then click the [Search] button.
            • You can view the list of expense plans that corresponds to the entered condition.
          4. Click the [Download] button.
            • The list of expense plans is downloaded as an Excel file.
          Note

          The downloaded file is saved as StatusUseApply.xlsx in the Downloads folder.

          Settlement Request Status

          In the Settlement Request Status menu, you can check the expense settlement request status and request proxy settlement. You can also search and view the settlement request status by condition and download the list of settlement request status as an Excel file.

          The Settlement Request Status screen is laid out as follows.

          workplace-workplace-8-5_statussettleapply_ko

          AreaDescription
          ① Search WindowSearches the settlement request history by settlement status, affiliated department, period, creator, expense item, evidence type, place of use, participant, settlement document number, document title, currency code, and project code (only provided if the admin has set to use project code).
          ② Proxy Settlement RequestRequests expense settlement on behalf of a user who can't request settlement because of an unavoidable cause. (Refer to Requesting Proxy Settlement)
          ③ DownloadDownloads the settlement request history as an Excel file. (Refer to Download List of Plan Request Status)
          ④ List of Settlement Request StatusViews settlement requests as a list.
        • Click Settlement Document Number in each row to access the document.
        • Click Affiliated Department in each row to check the organization chart of the department.
        • Click Creator in each row to check the creator information.
        • Click Participant in each row to check the participant list.
        • If the expense plan requester applied by entering a project code, click Project Code in each row to check related information.

          • Requesting Proxy Settlement

          If the user who wishes to request expense settlement can't request settlement, another use can request proxy settlement.

          The following shows how to request proxy settlement.

          1. In the WORKPLACE PC Web screen, click the [All Services] > [Expense] button.
          2. Click the Expense Request Status > Settlement Request Status menu.
          3. Click the [Request Proxy Settlement] button.
          4. Enter the employee name or click the employee name from the dropdown menu.
            • The selected employee is displayed as the creator in the settlement request list. The proxy settlement requester is displayed as the agent.
          5. Enter the title, and then select the affiliated department.
          6. Create the proxy settlement request history. For more information on filling out the form, refer to Creating Expense Settlement Request Form.
          7. Click the [Related Documents] button to attach documents related to the expense settlement request.
          8. Click the [Settings] button for the approval line on the right side of the screen to set the approval line.
          9. Click the [Share to All] or [Share to Selected] button on the right side of the screen to set the sharing range.
          10. Click the [Report] button.
          Note

          The admin can retrieve proxy request documents.

          • If document approval is not in progress (including automatic consent), the [Retrieve] button is displayed at the bottom of the View Settlement Document screen.
          • Retrieving the document will immediately take you to the page where you can compose it again, and the existing document no longer appears in the list of settlement request status.

          Download List of Settlement Request Status

          The following shows how to download the list of settlement request status as an Excel file.

          1. In the WORKPLACE PC Web screen, click the [All Services] > [Expense] button.
          2. Click the Expense Request Status > Settlement Request Status menus in order.
          3. If necessary, enter the settlement request condition to be viewed in the search window, and then click the [Search] button.
            • You can view the list of settlement requests that corresponds to the entered condition.
          4. Click the [Download] button.
            • The list of settlement requests is downloaded as an Excel file.
          Note

          The downloaded file is saved as StatusSettleApply in the Download folder.

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