When using any of the expense views, there are four important concepts to keep in mind: Expense Workflow, Expense Report, Project, and Task. This topic discusses each and shows a typical expense workflow.
Expense Workflow: The expense module uses predefined expense workflows to enforce a common path of action for submitting and processing the expenses of the organization. Workflows are defined by the administrator and consist of states and transitions.
A standard user simply has to fill in the appropriate expense items for the report, and once the report is marked as Complete, the application automatically removes the report from the user’s expense report list and re-assigns it to the next person in charge of approval. This process is completely dependent upon the expense workflow set up by the administrator.
Expense Report: An expense report contains a list of all expense entries reported in a specific time period. An expense entry cannot be entered without first creating an expense report.
Project All work performed is grouped according to a specific project. Each project consists of various tasks that must be completed in order to move a project forward from the initial stages through to completion.
Task: Combining a general work type with a specific project creates a task. All expenses are entered in relation to a particular task.