Accessing Configuration Reports

Objective

After completing this lesson, you will be able to review Expense configuration items.

Configuration Reports Overview

The Configuration Report is intended to provide a real-time snapshot into all system configuration items.

Note

The report cannot provide settings preview for all configuration components, such as configurations that contain more than 500 items.

The image displays an Expense Configuration report titled “Learning Services-Training182 / t00544158jvr (Companyid: 250003616)” with a “Show All Sections” link at the top; a left section lists configuration areas such as Feature Hierarchies, Custom Lists/Connected Lists, Employee Groups, Workflows, Audit Rules, Validation Rules, and Expense Groups, Policies and Payment Types; below, an Audit Rules table for product code EXP shows columns including Rule Name, Event, Rule Type, Active, Audit/Exception details, Exception Text, and comparison logic fields; example rules include “Actual vs. Booked, Room Rate Per Day” (Entry Submit), “Airfare Preferred Vendor” (Entry Save), “Amount Daily Meals Limit–Multiple Expenses” (Entry Submit), “APA 60 Days Old Expenses” (Entry Save), and “APA Hotel Itemisation Required” (Entry Save), each with explanatory exception text; no areas are highlighted.

Access the Configuration Reports

To access the configuration reports:

Steps

  1. Select Configuration Report on the Expense Admin menu,then select the configuration area that you want to review.

    The image displays an Expense Configuration index for “Learning Services-Training182” with a Show All Sections link and a timestamp at the top right. The page lists links to configuration areas: Feature Hierarchies; Custom Lists and Connected Lists; Employee Forms; Employee Groups, Ledgers and Delegate Configurations; Reimbursement Currencies; Workflows; Audit Rules; Validation Rules; Expense Groups, Policies and Payment Types; Expense Types and Account Codes; Report Header Forms; Expense Entry Forms; Allocation Forms; Attendee Forms; and Car Configurations and Rates. No areas are highlighted.

  2. Close the Configuration Report tab.

Summary

  • Configuration Reports provide a real-time snapshot of system settings.
  • Access reports via the Expense Administration menu.
  • Select the specific configuration area to review.
  • The report may not show all settings (over 500 items).

Learning

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