Expense > Maintenance > Batch Process
Batch process of Expense Sheets from the WorkPlace application moves items into history and creates the Dynamics GP Employee Expense Batch when integrated to Project Accounting or Payables Transaction Batch when integrated directly to Accounts Payable.
Depending on the WorkPlace system setting and workflow process of your environment, expense sheets may have to be approved before they can be processed.
Parameters (listed below) can be selected to restrict and process specific expense sheet records or simply select PROCESS for all available, fully approved expense sheets.
Process
Select this icon to process the Batch. Once the process has completed a confirmation message will appear;
Expense Sheet(s) have been Successfully Processed!
Processed 1 Expense Sheet(s) Containing 1 Expense Sheet Line(s)
Dynamics GP Batch No.: WPEXP0000002
Select or type in a single or consecutive range of employees based on the Employee ID to process only those records.
Select or type in a single or consecutive range of employees based on the WorkPlace User ID to process only those records.
Select or type a From and To Time Period to process only those records that fall within the selected period range. This option will only be available if the 'Require Time Periods' setting has been enabled in System Settings.
Select or type in a single or consecutive range of Departments to process only those records.
Selection of parameters is optional and only need to be used if you wish to restrict the records to be processed.