Expense Report Layouts

Expense reports in OpenAir can be configured to display key information for review by approvers as well as download for submission to Accounts Payable, Customers, etc. Configuration of the layout not only includes columns to display per receipt, there is an ability to display a summary grid of expenses for each day’s receipts. This grid is helpful to those Accounts Payable resources that have a rekey activity into  your company’s accounting system should OpenAir not be integrated. By providing a summary of expenses per day, Accounts Payable can shorten the data entry time into the accounting system.

To add the grid display to the expense report layout, navigate to the Administration module -> Application Settings tab -> Expenses Settings and select Expense Report Layout. If you have the Account module view, navigate to the Expenses module -> Options tab -> Expense Report Layout.

Check the option to Show a daily summary by expense item and this will add a grid to the expense report layout.

A word of caution – only use this option with expense reports that have a weekly period. Monthly expense periods and Open expense periods may cover too many days for the daily summary or grid to be visible or usable on the expense report.

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