Editing a request or report in mass entry

The Edit Pre-Authorization Request screen is where you enter data about the expense that the employee is planning to incur. The Edit Expense Report screen is where you enter data about the expense that the employee has already incurred and is now seeking reimbursement for.

Below we show an image of the Edit Expense Report screen for group expense keepers. The descriptions that follow it, however, cover items on the Edit Pre-Authorization Request screen for group expense keepers as well.

Here we describe only those parts of the screens that are specific for mass entry. See the employee descriptions of the Edit Pre-Authorization Request and Edit Expense Report screens to find out about all areas of the request and report.

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Pre-Authorization Request or Expense Report dropdown list New!	Here you can see all of the employee's available pre-authorization requests or expense reports, meaning any requests/reports for the employee that have not yet been archived. They are sorted in ascending order by request number or report number. To edit a different request or report, select it from the dropdown list. For each request or report, the list shows the request/report number; created date (requests only), status, and brief description. In previous versions, you had to exit back to a selection menu in order to select a different request or report to edit.
Employee name and ID	You can see the name and ID of the employee for whom you are entering expenses. Your own name and ID appear at the top of the screen.
Expense Report tabs or Pre-Authorization tabs New!	These tabs let you quickly move among your different options for the employee's pre-authorization requests or expense reports. You are currently in either the Edit Pre-Authorization or Edit Expense Report tab. From here, you can click: Create Pre-Authorization or Create Expense Report to create for the employee a new request that is based on a form or a new report that is based on an approved request or a form. View Pre-Authorization or View Expense Report to view a request or report that has already been created, in read-only format. View Previous Expense Report to search for the employee's archived reports. This tab appears only for expense reports.
Button bar for Save, Print, and additional information	This is where you go when you want to save or print the employee's request or report or enter/view a variety of information that is not available on the main request or report screen.
Request data or report data	Here you enter data about the employee's planned expenditure or about his/her incurred expenses.
Send to	When you are finished making entries on the request or report, this is where you indicate to whom you want to send it. Select one of the following options. The employee's name if the employee is required to review the request or report before s/he submits it to approvers. Approvers to send the request or report directly to approvers if no review by the employee is required. Prior to this version, you had to go to a separate screen to indicate where you wanted to send the request or report.
Finish Mass Entry	Click here to finish sending the request or report to the employee or approvers. After you click Finish Mass Entry, e-xpense returns you to the Mass Enter Expenses screen. From there, you can select an employee for mass entry. If you entered an org9 on this screen, then it still appears, and if you retrieved multiple employees for an org9, then the list is still available for you to select from without having to perform another search.