Report Options allow you defining how to interpret the report when imported into the ExpensePoint™ system. If your organization has a specific naming convention, this is the right place to set it for easy readability of the file.
- Checkbox to Create Reports by statement date – check this box if you’d like ExpensePoint™ to group transactions by the statement. You would need to set the statement cut-off date for the system to recognize the cycle.
- Statement cut-off day - dropdown selection of a number between 1 to 31
- Default Report title - with options for:
Month (1-2 digits)
Month (2 digits)
Month (1-2 digits)
Month (2 digits)
Month abbreviation
Month name
Year (2 digits)
Year
First name
First name abbreviation
Last name
Last name abbreviation
Project Number
Report Number
- Report title example
Under the Authoring Options you can check the boxes to:
- Allow user to add more expenses
- Allow user to delete expensed transactions
In Submission Options you can set to:
- Prevent report submission until after cut-off date. You also have the option to enter after how many days the report can be submitted to ensure all the transactions were fed into the system. Enter the amount of days in the input field, if you have checked this box. Transactions can appear in 2 days after being posted.
- Automatically submit report at this time – your report can be automatically submitted on the cutoff date if that is the box you choose to check.
Watch the video below about the Expense Creation option when Adding a New Template.