Report screen is utilized to review expense reports and enter new
expense reports. Every sales rep that uses the system has his or her
own Expense Reports. Once
you log on to Agencyware, the system automatically knows what Expense Report list to query.
The system will automatically pull up all expense
reports first. You may
view all Expense Reports not paid by selecting the Not Paid button located on the bottom of the screen.
You can Add, Edit and Delete Expense Reports by
selecting the appropriate option on the bottom of the screen.
You can also edit an Expense Report by double clicking the call line.
When you add an Expense
Report a pop-up screen will
appear for you to enter information about the expense report.
You can print the Expense
Report list that appears on
the screen by selecting the print button.
NOTE*** You can not edit or delete an Expense
Report that has been Paid.
However, you can change the Expense
Report to Unpaid then edit or delete the expense report.
To Pay or UnPay an Expense Report use the
view edit expense report master found under menu options of EMPLOYEE
then AUXILARY FUNCTIONS then VIEW
EDIT EXPENSE REPORTS