Correct Reimbursement Report Totals
The goal of this enhancement is to accurately show the reimbursement total in the various fields within the Expense Reimbursement process and on the printed report. Currently the totals include the Direct Bill Amounts which is not made clear to the users/approvers. We would like to see a grand total for all expenses incurred by the employee less the Direct Bill items and then a final balance for the actual Reimbursement amount. It appears that Skyward is already capturing the reimbursement amounts separately in the activity screens but not clearly reporting them throughout the process.
Wendy Baackes
shared this idea
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Wendy Baackes
commented
See Attachments. Expense Reimbursement allows us to enter Direct Bill items which we like because it gives the approver a picture of how much a conference costs in total.
However, when you use the Direct Bill option it includes those dollars in the totals. It is not clear to the approver or even the requester what the actual reimbursement amount is for.
In my example, only $29 is to be reimbursed, however, the reports lead you to believe the total is $149.00. -
Wendy Baackes
commented
The goal of this enhancement is to accurately show the reimbursement total in the various fields within the Expense Reimbursement process and on the printed report. Currently, the totals include the Direct Bill Amounts which is not made clear to the users/approvers.
The goal of this enhancement is to accurately show the reimbursement total in the various fields within the Expense Reimbursement process and on the printed report. Currently, the totals include the Direct Bill Amounts which is not made clear to the users/approvers.
