Expense Reports

#About Expense Reports

Approve and pay reimbursement claims. This is a report page for reading, filtering and exporting results in BSuit ERP (Travel & Expense). It is used by staff (internal users). What you can see and do depends on your role and permissions.

#How to open it

In BSuit ERP, open Travel & Expense and choose “Expense Reports”, or go directly to the address /travel-expense/expense-reports.

#What you can do here

These controls are present in the page’s implementation. Whether you see a given one also depends on your permissions and on the data shown.

1. Add new records — a form opens for the details.
2. Delete records (you are asked to confirm).
3. Bring records in from a file.
4. Submit, approve or reject through a workflow.
5. Attach or upload files.
6. Filter the data shown.
7. Sort by a column.
8. Page through long lists.
9. Open dialogs or drawers for detail and confirmation.

#What the list shows

The list displays these columns; use search and filters to narrow it.

1. Code
2. Employee
3. Title
4. Period
5. Total
6. Status
7. Action

#How to run an expense reports report

Reports are read-only: running one never changes data.

1. Open Travel & Expense › Expense Reports from the menu.
2. Set any date range or filters shown at the top of the page.
3. Run or refresh the report so the figures reflect your filters.
4. Read the result columns: Code, Employee, Title, Period, Total, Status, Action.
5. If the numbers look wrong, check the filters, the selected company and the accounting period before contacting support.

#Observed on a running system

On 2026-09-21 this page was opened in a browser as a test administrator. This is what was visible on screen under the heading “Expense Reports”. Your own view can differ with your role, data and settings.

#If something is missing or fails

1. No data: confirm the company or context selected in the top bar, and any filters or date range in use.
2. An action is hidden or disabled: it usually needs a permission your role does not have. Ask an administrator to check your effective access.
3. An error message appears: note the message, the page address and what you were doing, and contact support with those details (never include passwords).

#About this guide

This guide was generated from the page’s implementation. It has not yet been reviewed by a person against a running system, so treat it as a reference for what the page contains rather than a complete procedure.