Selecting reports for receiving receipts

You can electronically receive receipts for any expense report that has at least one category that requires receipts, as long as the employee has already submitted the report and it hasn’t been rejected. It can be submitted but unapproved, partially approved, fully approved, even archived.

As long as you are an authorized approver for a report, you can acknowledge receiving receipts for it. Any expense item that requires receipts needs to have receipts acknowledged only by one approver, regardless of how many approvers are required to approve the report.

Do one of the following to begin receiving receipts:

From the upper-left corner of any application screen, click Expense > Management > Receive Expense Receipts.
From any e-xpense management screen, click the Receive Expense Receipts tab.
From the expense report, click Receive Receipts. In this case, you do not have to select the report for receiving receipts, and you can skip to the Receive Receipts dialog box.

If you begin the receipts process by one of the first two methods described above, then the screen shown below appears for you to search for expense reports for receiving receipts.

This item...	Is for this purpose...
Select an expense form	You can indicate the expense form for which you want to retrieve reports that require receipts. Unlike in previous versions, the expense form is optional.
Receipts Received	Leave this check box turned off to retrieve expense reports that have at least one item requiring a receipt that has not yet been received. Or, check the box if you want to list expense reports that have had all receipts received.
Org9 (user-defined label)	You can enter an org9 or a range of org9s for the employees whose receipts you want to receive. Click to the right of either field to look up org9s.
Employee (user-defined label)	You can enter an employee or a range of employees whose receipts you want to receive. Click to the right of either field to look up employees.
Report Number	You can enter a report number or a range of report numbers for retrieving reports that require receipts.
Date When Expense Report Was Created	You can retrieve reports that employees created on a specific date or within a range of dates, or you can leave these fields blank to retrieve reports that require receipts for all dates. You can enter dates manually or click to the right of either date field to select a date from a calendar.
Retrieve	After you enter any of the optional selection criteria described in 1 through 6, click Retrieve to display expense reports that require receipts and that match your selections.
Print New!	Click to print receipt data for employee reports. Receive Expense Receipts is one of many screens that now let you print data.
Select	To receive receipts for a report, click Select to the left of it. The Receive Receipts dialog box opens with receipt data for the report that you selected.
Expense report data Sort button	For each of the employee reports, you can see the employee name, report number, report description, created date, total amount, and expense form that it was based on. By default, the list is sorted in ascending order by employee last name. You can sort by any column heading, in either order: Click a heading to sort in ascending order. You will see an ascending arrow appear to the right of it. Click a heading again to sort in descending order. You will see a descending arrow appear to the right of it.