Expense Report by Report Number

INTRODUCTION/PURPOSE

The instructions below show how to search for Emburse Enterprise (formerly Chrome River) expense reports using Report Numbers (e.g. 010028501475). The report results will include PDFs of the cover page, receipts, full report, full report with receipts, and/or full report with notes and receipts.

POLICY

PROCESS

PROCEDURE DETAIL

Step:  To find the Expense Report by Report Number, start by clicking on the ‘hamburger menu’ (three lines) at the top left of the Emburse Enterprise home page.

Emburse Home

Step:  Then select Emburse Analytics at the bottom of the menu. This will open a new browser tab labeled “Emburse Analytics”.

Emburse Analytics

Step:  Continue by selecting ‘All’ at the top left of the new browser tab.

Browser Tab

Step:  From the directory folder options, double click on ‘University of Idaho’ for reports created by UI Business Systems.

Reports Selection

Step:  Then double click on ‘Departmental Reports’.

Department Selection

Step:  From the departmental reports available, select ‘Expense Report by Report Number’ by double clicking on the report name.

Report List

Step:  To enter the report number as a parameter, expand the filters list by clicking on the carrot.

Carrot click

Step:  Enter the 16-digit number of desired report (or reports) in the Expense Header Report ID field.

Enter Report Number

Step:  After entering the report ID(s), press the ‘Run’ button in the upper right corner of the page.

Run Button

The list generated will include each transaction submitted on the report ID(s) used in the filter. Each report ID can be comprised of multiple transaction lines.

Step:  To retrieve PDF(s) of the desired report click on the three-dot (ellipsis) menu to right of the report ID as shown below.

Report Retrieval

A list of links to various PDF reports will then be presented.

Step:  Click on the PDF report link desired, and a new tab will open with the PDF.

Report Links

 

NOTES AND COMMENTS

 

DOCUMENT OWNER

UI Financial Shared Services