Expense Report (Window ID-235)

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Table of Contents

Window: Expense Report

Description: Time and Expense Report

Help: The time and expense report allows you to capture time spent on a project, billable time and to claim expenses.

Tab: Expense Report

Description: Time and Expense Report

Help: Enter the time and expenses for the Employee or Contractor (Business Partner).
The price list determines the default costs of the expenses, products or resource to be reimbursed. In that sense, it is a "Purchase Price" list. The Warehouse is used to correct the inventory of items invoiced to customers (i.e. if not invoiced, the inventory is not adjusted).
Please note that the Business Partner must be an Employee with an Address and Contact!

Expense Report - Expense Report - Window (iDempiere 1.0.0).png

Fields
Name Description Help Technical Data
Client Client/Tenant for this installation. A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client. S_TimeExpense.AD_Client_ID
numeric(10)
Table Direct
Organization Organizational entity within client An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations. S_TimeExpense.AD_Org_ID
numeric(10)
Table Direct
Document No Document sequence number of the document The document number is usually automatically generated by the system and determined by the document type of the document. If the document is not saved, the preliminary number is displayed in "<>".

If the document type of your document has no automatic document sequence defined, the field is empty if you create a new document. This is for documents which usually have an external number (like vendor invoice). If you leave the field empty, the system will generate a document number for you. The document sequence used for this fallback number is defined in the "Maintain Sequence" window with the name "DocumentNo_<TableName>", where TableName is the actual name of the table (e.g. C_Order).

S_TimeExpense.DocumentNo
character varying(30)
String
Description Optional short description of the record A description is limited to 255 characters. S_TimeExpense.Description
character varying(255)
String
Business Partner Identifies a Business Partner A Business Partner is anyone with whom you transact. This can include Vendor, Customer, Employee or Salesperson S_TimeExpense.C_BPartner_ID
numeric(10)
Table
Report Date Expense/Time Report Date Date of Expense/Time Report S_TimeExpense.DateReport
timestamp without time zone
Date
Price List Unique identifier of a Price List Price Lists are used to determine the pricing, margin and cost of items purchased or sold. S_TimeExpense.M_PriceList_ID
numeric(10)
Table Direct
Approval Amount Document Approval Amount Approval Amount for Workflow S_TimeExpense.ApprovalAmt
numeric
Amount
Warehouse Storage Warehouse and Service Point The Warehouse identifies a unique Warehouse where products are stored or Services are provided. S_TimeExpense.M_Warehouse_ID
numeric(10)
Table Direct
Approved Indicates if this document requires approval The Approved checkbox indicates if this document requires approval before it can be processed. S_TimeExpense.IsApproved
character(1)
Yes-No
Document Status The current status of the document The Document Status indicates the status of a document at this time. If you want to change the document status, use the Document Action field S_TimeExpense.DocStatus
character(2)
List
Process Expenses S_TimeExpense.DocAction
character(2)
Button
Processed The document has been processed The Processed checkbox indicates that a document has been processed. S_TimeExpense.Processed
character(1)
Yes-No

Tab: Report Line

Description: Time and Expense Report Line

Help: Enter the expense items and billable or non-billable hours. If you enter a non-zero amount in Invoiced Amount, that amount will be used for billing the customer - otherwise the price on the current sales price list of the customer.

Expense Report - Report Line - Window (iDempiere 1.0.0).png

Fields
Name Description Help Technical Data
Client Client/Tenant for this installation. A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client. S_TimeExpenseLine.AD_Client_ID
numeric(10)
Table Direct
Organization Organizational entity within client An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations. S_TimeExpenseLine.AD_Org_ID
numeric(10)
Table Direct
Expense Report Time and Expense Report S_TimeExpenseLine.S_TimeExpense_ID
numeric(10)
Table Direct
Line No Unique line for this document Indicates the unique line for a document. It will also control the display order of the lines within a document. S_TimeExpenseLine.Line
numeric(10)
Integer
Expense Date Date of expense Date of expense S_TimeExpenseLine.DateExpense
timestamp without time zone
Date
Time Report Line is a time report only (no expense) The line contains only time information S_TimeExpenseLine.IsTimeReport
character(1)
Yes-No
Invoiced Is this invoiced? If selected, invoices are created S_TimeExpenseLine.IsInvoiced
character(1)
Yes-No
Product Product, Service, Item Identifies an item which is either purchased or sold in this organization. S_TimeExpenseLine.M_Product_ID
numeric(10)
Search
Resource Assignment Resource Assignment S_TimeExpenseLine.S_ResourceAssignment_ID
numeric(10)
Assignment
Quantity Quantity The Quantity indicates the number of a specific product or item for this document. S_TimeExpenseLine.Qty
numeric
Quantity
UOM Unit of Measure The UOM defines a unique non monetary Unit of Measure S_TimeExpenseLine.C_UOM_ID
numeric(10)
Table Direct
Expense Amount Amount for this expense Expense amount in currency S_TimeExpenseLine.ExpenseAmt
numeric
Amount
Currency The Currency for this record Indicates the Currency to be used when processing or reporting on this record S_TimeExpenseLine.C_Currency_ID
numeric(10)
Table Direct
Invoice Price Unit price to be invoiced or 0 for default price Unit Price in the currency of the business partner! If it is 0, the standard price of the sales price list of the business partner (customer) is used. S_TimeExpenseLine.InvoicePrice
numeric
Costs+Prices
Converted Amount Converted Amount The Converted Amount is the result of multiplying the Source Amount by the Conversion Rate for this target currency. S_TimeExpenseLine.ConvertedAmt
numeric
Amount
Description Optional short description of the record A description is limited to 255 characters. S_TimeExpenseLine.Description
character varying(255)
String
Note Optional additional user defined information The Note field allows for optional entry of user defined information regarding this record S_TimeExpenseLine.Note
character varying(255)
Text
Business Partner Identifies a Business Partner A Business Partner is anyone with whom you transact. This can include Vendor, Customer, Employee or Salesperson S_TimeExpenseLine.C_BPartner_ID
numeric(10)
Search
Campaign Marketing Campaign The Campaign defines a unique marketing program. Projects can be associated with a pre defined Marketing Campaign. You can then report based on a specific Campaign. S_TimeExpenseLine.C_Campaign_ID
numeric(10)
Table Direct
Project Financial Project A Project allows you to track and control internal or external activities. S_TimeExpenseLine.C_Project_ID
numeric(10)
Table Direct
Project Phase Phase of a Project S_TimeExpenseLine.C_ProjectPhase_ID
numeric(10)
Table Direct
Project Task Actual Project Task in a Phase A Project Task in a Project Phase represents the actual work. S_TimeExpenseLine.C_ProjectTask_ID
numeric(10)
Table Direct
Activity Business Activity Activities indicate tasks that are performed and used to utilize Activity based Costing S_TimeExpenseLine.C_Activity_ID
numeric(10)
Table Direct
Processed The document has been processed The Processed checkbox indicates that a document has been processed. S_TimeExpenseLine.Processed
character(1)
Yes-No
Quantity Reimbursed The reimbursed quantity The reimbursed quantity is derived from the entered quantity and can be overwritten when approving the expense report. S_TimeExpenseLine.QtyReimbursed
numeric
Quantity
Price Reimbursed The reimbursed price (in currency of the employee's AP price list) The reimbursed price is derived from the converted price and can be overwritten when approving the expense report. S_TimeExpenseLine.PriceReimbursed
numeric
Costs+Prices


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