My expenses

My expenses consist of reimbursed and incurred expenses, and users can filter by type as needed by clicking on the drop-down box.

Remark:

My reimbursed: Expenses that the current user is the reimburser;

My incurred: Current user is the expense beneficiary user of that expenses.

1 Overview

1.1 View

1.1.1 Table

Click on the reimbursement amount in the table to go to the detailed list.

Click on the reimbursement amount in the table to go to the detailed list.

1.1.2 Chart

Displays reimbursements in a bar chart.

Remark:

• The blue values in the table indicate the reimbursement amount, and clicking on the amount will redirect the user to the corresponding chart.

• The default display of the primary expense category allows you to click on the relevant bar to enter the secondary expense category, and so on.

1.2 Filter

1.2.1 Primary Filter

The first filter level allows the current user to filter the expenses relevant to them for the corresponding year, quarter, or month.

1.2.2 Secondary Filter

Allows the user to filter data for [My reimbursed] and [My incurred] corresponding to the selected period. The user can click on [X] to clear the conditions.

Remark:

• Default displays my reimbursement for the current year.

• If the user wants to display all expenses, they may remove the year and reimbursement filters.

1.2.3 Sum primary category

The default sum functionality aggregates values across all categories to show only the overall total. By checking the box, additional rows is added to display the sum for each primary category individually.

1.3 Edit

Step 1: Click on the Category/Period's amount to view the details.

Step 2: On the left side of the data row, click [···] for more options, and then click "Edit".

Step 3: In the [Edit expenses] page, modify the reimbursement details, and click "Submit".

1.4 Delete

Step 1: On the desired data row, click more ···, then click "Delete".

Step 2: Click "Confirm" to proceed with the deletion.

1.5 Export

Export data in table mode Step 1: In the top-right corner of the page, click "Export".

The system will automatically generate and download the exported data in Excel format onto the user's device. If the user's browser settings does not allow pop-up, the user can download manually from the Instant Messenger (IM).

Remark:

The user can export the desired data by filtering, searching, and applying query conditions before the export.

2 Details

2.1 My reimbursed

The current user is the reimburser (person who logged the expenses).

Remark:

If the current user lacks permission to view the beneficiary project, they also cannot view the project's incurred expenses.

2.1.1 View

Users can access all data in the list.

Step 1: Click "View" or on the row directly.

The details will appear on the right side of the page.

2.1.2 Edit

Step 1: Go to the end of the desired row, click more ···, and click "Edit".

Step 2: Make the necessary details and click "Submit" to save the changes.

Remark:

Data created with workflow cannot be edited.

2.1.3 Delete

Step 1: On the desired data row, click more ···, then click "Delete".

Step 2: Click "Confirm" to proceed with the data deletion.

Remark:

• Data created with workflow cannot be deleted.

• Only the system adminstrator can delete all data

2.1.4 Export

Step 1: At the top-right corner of the page, click "Export".

The system will automatically generate and download the exported data in Excel format onto the user's device. If the user's browser settings does not allow pop-up, the user can download manually from the Instant Messenger (IM).

Remark:

The user can export the desired data by filtering, searching, and applying query conditions before the export.

2.1.5 Filter/Search

2.1.5.1 Filtering

The filter function allows users to refine or narrow down the data list based on the selected criteria.

Click on "More filters" to view more filtering options available.

Remark:

• Beneficiary: Project (If the current user does not have the access to Project module then this option will not be displayed.)

• The list displays data corresponding to the totals linked in the table. For example, clicking on a category total will show the reimbursement details for that category.

2.1.5.2 Search

The user can search reimbursement details based on reasons that match or are similar to the text entered in the search box or using the [Advance Query] to create complex searches or filters by specifying detailed conditions and criteria.

2.2 My incurred

Where the current user is the expense beneficiary

2.2.1 View

Users can access all data in the list.

Step 1: Click "View" or on the row directly and the details will appear on the right side of the page.

2.2.2 Edit

At the end of the desired row, click more ···, and click "Edit".

2.2.3 Delete

At the end of the desired row, click more ···, and click delete to remove this data.

Remark:

• Delete button is displayed according to the reimburser's permissions.

• Only data that the reimburser has delete permission and that was not generated with the workflow can be deleted.

• Data that are generated with workflow can be deleted.

2.2.4 Export

Step 1: In the top-right corner of the page, click "Export".

The system will automatically generate and download the exported data in Excel format onto the user's device. If the user's browser settings does not allow pop-up, the user can download manually from the Instant Messenger (IM).

Remark:

The user can export the desired data by filtering, searching, and applying query conditions before the export.

2.2.5 Filtering/Searching

2.2.5.1 Filtering

The filter function allows users to refine or narrow down the data list based on the selected criteria. Click on "More filters" to view more filtering options available.

2.2.5.2 Search

The user can search reimbursement details based on reasons that match or are similar to the text entered in the search box or using the [Advance Query] to create complex searches or filters by specifying detailed conditions and criteria.