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118) Expense Reports

The Expense 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.

***SPECIAL 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

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Support on Agencyware available 9 am - 5 pm CST Monday thru Friday Call us at 281-398-3770 Sales toll free at 888-785-0882 or e-mail us at support@aknaf.com

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