Page 3 - Tips and Tricks: Travel and Expense
P. 3
Tips and Tricks: Travel and Expense
Going forward, whenever a user attempts to change the Expense Type of an item after it has been added to the report
from My Wallet, the system will display a consistent error message indicating that they cannot change the expense type
and must remove the expense, change it in My Wallet and then add it back to the report.
Job Aid: How to Create Expense Reports - My Wallet Section
Proxies
Authorizing Expense Entry to Another User
Main Menu > Employee Self-Service > Travel and Expense Center > Profiles and Preferences > Delegate Entry
Authority
JOB AID: How Do I Delegate Expense Entry Authority?
Proxy View of “My Wallet”
The “Multiple My Wallet” page that was in 9.0 is no longer available in Compass 9.2. It has been replaced with a
public query called EU_EX_PROXY_MY_WALLET.
Proxies should select the “Unassigned” Transaction status to see any Corporate Card charges that have not been
added to an Expense report.
To check on a Corporate Card charge that has been added to an Expense Report but not submitted to workflow,
select the “Assigned” status and enter ‘PND’ for the ER Status.
View Unassigned Transactions: View Un-submitted Transactions
Status of Expense Reports
Status Definitions for Expense Reports
Expense Report Status
Status Definitions
Pending Status after first Save for Later action.
Submitted Sent to Workflow
Returned to submitter/employee by approver. May not be edited or
Denied resubmitted. May only be deleted. Includes comment from approver.
Returned to submitter/employee for rework. Includes comment from
Sent Back approver.
Claim action by approver. Prohibits other approvers in an approval pool
Hold from accessing.
Final Approval Last approval step. Sends to AP for payment.
Staged for Payment Added to the next AP Paycycle.
Paid Paycycle complete. Check, Wire, or ACH printed or distributed.
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