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Appendix C Page 231
12. Define whether the Section is in list format. This setting appears in the light purple columns
(18–19).
If the Section will present the data in a list format, enter the word “yes”. Otherwise, enter the
word “no”. The following diagram shows data presented in a list format:
Only if your section is in list format: In the Expense Type cell, enter the number of the row or
column where the expense description will be placed. Expense amounts can be entered in
several different columns or rows if required by your template. Expense type labels must all
appear in the same column.
13. Enter the row or column numbers for the expense types that appear in the Section. These
settings appear in the aqua columns (20–48).
For these settings, simply enter the row or column number for the expense types that you
want to appear in the Section. Note that the same row or column number can be used more
than once. An example of this would be meals that encompass breakfast, lunch, dinner, and
snacks. In the previous example, all expense items would be populated into row/column 4 of
the custom Expense Report.
14. Complete the table. All of the remaining columns (49–57) in the table are used to define the
column or row number that corresponds to the description.
15. Mark a Section for prepaid expenses (yellow column). If a row in the map table is for prepaid
(company paid) expenses, type a “yes” in the cell on that Section’s row. Type “no” in all the
cells of this column that do not pertain to prepaid expenses.
16. Repeat steps 9 through 15 for each Section you defined for your custom Expense Report.
17. Map Expense Report Options dialog (magenta section). The Expense Report Options dialog
has five fields where you can fill in data for the header on your expense report. Use this
section to specify the row and column on your template where this information is mapped.
Because header data is not related to any particular Section, you have to fill in only one row.
If the item does not appear on your template, leave these cells blank.