View Report Info

To view or edit the information in an expense report, start by selecting an expense report from the Expense Reports section. Once a report is selected, the View Report Info option will become available in the Entry Tasks navigation menu on the left side of the screen. 

Clicking View Report Info will open a window displaying the latest information entered for the selected expense report. 

You can view or edit any of the available fields: 

• User: Displays the name of the user for whom the report was created; this field is only available for viewing purposes and cannot be edited. 

• Report Title: Displays the report title, which can be modified as needed to better reflect the report. 

• Summary: Displays the summary if available, or offers a field to enter a brief description of the expense report, which can be helpful information for future reference.  

If you make edits to any of these details, click Save to apply the updates.  

Additionally, comments can be added by clicking the Comments button located in the upper menu of the screen, allowing further notes or feedback on the report.