Running the Miscellaneous Expense Report

Use the Miscellaneous Expense Report to generate a list of partner expenses. Follow these steps to run the report:

1. Open the Miscellaneous Expense Report form.
2. Specify the range of values to include on the report:
   • Partner ID
   • Transaction Date
   • SRO number
   • SRO line numbers
   • SRO operations
   • Payment types
   • Miscellaneous codes
3. For the transaction date, select Increment Date, if appropriate.
4. Select a value for Show Status to include one of these types of expenses:
   • Approved: Include expenses that have been approved for the partner
   • Open: Include expenses that have not yet been approved
   • Complete: Include expenses that have been approved and paid to the partner
5. Click Preview to preview the report output.
6. Click Print to generate and print the report.

Related Topics

About Partners