How to Edit the Expenses Entries Layout

As an administrator for Sage Intacct, you can modify the column configuration in the Expense Report Entries grid. This customization allows for a tailored display, showcasing only the relevant columns for specific transaction types. Columns can be rearranged according to preference. However, users still retain the ability to access hidden columns through the Show Details option for individual transaction line items.

Solution: The goal is to alter and reposition the fields displayed in the Expense entry lines and in the Show Details sections of those entries.

Applicability:

This is relevant for:

1. Time & Expenses
2. Expenses
3. Expense Reports
   

Procedure

To personalize the layout of the Expense entries:

1. Start from the Top Level and open the Applications drop-down menu.

2. Navigate to Time & Expenses.

3. Click on the All tab.

4. If you've established an Employee Record, opt for My Expenses. If not, expand Staff Expenses by clicking the + symbol.

1. Note: The purpose here isn’t to add a transaction; this step merely serves to reach the layout editor.
   

5. On the Expenses page, select More Actions, followed by Edit Expense entries layout.

1. The Show Details section of the first line item will open, presenting all available fields for the grid layout. This section also serves as the space to drag columns you wish to hide from the grid view.
   

6. To reposition a column:

1. In the Grid: Hover over the column heading until the cursor turns into a four-headed arrow:  Then, click and drag the column to your desired location.
2. To the Details Section: Drag the column from the grid to the Details section.
3. From the Details Section to the Grid: Drag the field from the Details section to the grid.
4. Within the Details Section: Rearrange fields as needed.
5. A gray line will guide you, indicating where the item will be placed upon release.

7. Once you're satisfied with the changes, tick the box for Apply the layout changes to all form views (Create, Edit, View).

8. Hit Save layout. This new arrangement will now be visible to all users engaging with this transaction.

​

9. Return to the Expense Report creation page, ensure everything appears as expected, and then choose Cancel.

PLEASE NOTE:

1. To make changes to the layout of the Expense Entries layout, a user must be set as a Business User with Full Admin Rights. 
2. Changing the Entries grid layout affects everyone who uses that transaction definition. You cannot create a layout for one user and a different layout for another user.
3. If you make an error or change your mind, click Reset to default. Sage Intacct resets this transaction to its default layout view.
   

• Related Articles

• Correcting or Editing Payment Date on Pending Payroll Expenses in Sage Intacct

  If you've selected expenses for reimbursement in Sage Intacct's Time and Expense module and realized that the payment date (check date) is incorrect, there are two primary methods to rectify this for both physical payroll checks and Payroll ACH ...

• Reversing and Duplicating General Ledger Entries in Sage Intacct

  Managing financial records in Sage Intacct often requires reversing or duplicating general ledger entries. Bojan's instructional video provides a straightforward guide on performing these tasks efficiently. Here's a step-by-step summary of the ...

• How to Process Employee Reimbursement Expenses in Sage 300 Construction Software

  Welcome to our guide on managing employee reimbursement expenses through the Sage 300 construction software's payroll module. This tutorial will simplify the process and integrate expense reimbursements into your payroll workflow. Introduction to ...

• How to Post One-Sided GL Entries in Sage 300 CRE

  Overview In rare cases, where a one-sided General Ledger (GL) entry is required in Sage 300 Construction and Real Estate (CRE), specific steps must be followed to ensure accuracy and system integrity. This article guides you through the process of ...

• Why Can't Cleared Entries Be Changed to Open During Reconciliation?

  Reason for Issue: The particular entry has undergone reconciliation and the reconciliation process is still underway. Solution: Navigate to the Cash Management Tasks menu and choose the Reconcile option. Pick the specific bank account and proceed by ...