Enhancements Coming Soon: Expense Report Exceptions Report

Jennifer Keaney | July 22, 2022

Enhancements for the Expense Report Exceptions report will be available in Production no later than August 1, 2022. The report has been enhanced to provide additional functionality and usability. The enhancements are listed below.

  • Report Output Conditions: 
    • The report will now return rows that include either an automated Workday Policy related Validation errors and alerts, or include comments in the field "Exception Reason (Service Center Use Only)"
    • Report will now only return Expense Reports in an approved status
  • Prompt Updates: 
    • Added Funding Line Grant Hierarchies
    • Added Funding Line Worktags
    • Added Expense Payee (Workers and External Committee Members)
    • Cost Center Hierarchies is now Funding Line Cost Center Hierarchies
    • Prompt dates are now based on approval date so only approved Expense Reports are returned
  • Column Output Updates: 
    • Added Header Company
    • Added Cost Center Hierachy Level 7 and 8
    • Added Cost Center
    • Added Business Purpose
    • Added Expense Payee Email (Worker Only)
    • Added Expense Report Approved By
    • Added Expense Report Approval Date
    • Added Expense Item
    • Added Merchant for Expense Report Line (PCard Only) 
Tags: 
Finance, Finance and Supply Chain Reporting