Notes about Standard KFS Tabs
• In the Document Overview tab, the system automatically generates an entry in the Description field after you save or submit the document. The description reflects the name of the person requesting reimbursement, the event begin date and the event title, truncated to 40 characters.
• The Accounting Lines tab contains an additional field called Expense Source which is used to determine how and when to create GLPEs. Values are Out of Pocket, CTS and Corp Card and will be listed for each expense in the Summary by Object Code tab.
• The Notes and Attachments tab includes the option to select an Attachment Type which is used by the system to validate that the appropriate attachments have been attached.
Workflow Action
Buttons