This guide will cover:
Information
The Expense Report Information key transactional report shows the status of all expense reports which have been created, saved, submitted, or fully processed in WyoCloud. This report can be used to track expense reports to ensure they complete the full approvals process and reach a paid status. It is important to note the following:
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This report does NOT include expenditure corrections on expense reports.
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If you search by org code, you will only see expense items that are charged to that organization, which may not be the full amount on the expense report (i.e. if you have two expense items on one report and one is charged to a different org than what is filtered in the prompt, this second item will not appear in this report when filtered).
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It is recommended you export this report in csv format to be opened in Excel to search by employee name.
Step One
- Navigate to WyoCloud and click on the Reporting Table of Contents tile.
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Step Two
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Step Three
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You may use the following prompts to narrow the report to only display expense reports relevant to your needs. Note, in most cases you can leave the defaulted “Select Value” in any or all prompts.
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Expense Report Number – Expense Report Number (i.e. EXP0006722953).
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Employee Name – Name of the employee the expense report is for.
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Preparer – Name of the employee who submitted the expense report.
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Expense Status – Status of the Expense Report (i.e. Paid, Pending Individual Approval, Pending Manager Approval, Submitted, Withdrawn, Rejected, etc.).
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Org Code – When filtering by Organization number, the select data will only return expense report line items that have been charged to the selected organization number.
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Project Number – Project/grant number charged if applicable.
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Corporate Card – Filter for p-card only expense reports or non-p-card expense reports (Yes = P-Card, No = Non P-Card).
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Report Submission Date Between – Filter for expense reports submitted between a specific date or date range.
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After selecting desired prompts, click Apply.
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Note: Make sure to use the appropriate number of filters/prompts to review the expense report information you are trying to gather. Applying too many filters may limit your insight of the pending/posted transactions for that report.
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Example of not filtering by Organization Number in the Org Code Prompt:
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Example of filtering by Organization Number in the Org Code Prompt:
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Step Four
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Note: P-Card transactions that have not been added to an expense report will show up in this report as blank in the following columns: Org, Expense Report Number, Report Submission Date, Payment Date, Expense Report Status, Purpose, Line Description, Concatenated Segments, Project and Amount. Please note when filtering by any prompt, these transactions could be excluded. It is recommended you run the Outstanding P-Card Transactions report to view these transactions.
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You have completed all the steps to run the Expense Report Information report.