Expense Inquiry
費用查詢

Overview

Expense Inquiry is a read-only reporting screen in the Expense Claims module. It lets payroll administrators and HR managers view all submitted expense records for a selected period, filtered by various criteria such as employee, expense type, batch number, department, and more. The inquiry results can be exported directly to Excel for further analysis.

概覽

「費用查詢」是費用報銷模組中的一個唯讀報表畫面，讓薪酬管理人員及人力資源管理人員可以查閱指定期間內已提交的費用記錄，並可根據員工、費用類型、批次編號、部門等多項條件進行篩選。查詢結果亦可匯出至 Excel，以便進一步分析。

Filter Fields

All filters default to [All]. Select a specific value from the dropdown to restrict results. Filters are cumulative — multiple active filters are applied together using AND logic.

Period: Selects the expense period (e.g., 2026/03). Auto-fills the Date range. Required before clicking Proceed.

Date (From / To):  Start and end dates for the query. Defaults to the full period. Can be adjusted for a custom sub-range.

Employee: Filter by a specific employee. Defaults to [All] to show all employees.

Expense Type: Filter by expense category (e.g., Transport, Meal, Accommodation).

EC Batch No.: Filter by a specific Expense Claim batch number (e.g., ECB-000011).

AP Batch No.: Filter by the corresponding Autopay batch number assigned after Autopay processing.

Department: Filter by the employee's home department.

Division: Filter by the employee's division.

Work Location: Filter by the employee's work location.

Employee Class: Filter by employee classification (e.g., Full-time, Part-time, Contract).

User-Defined Fields: Filter by the Expense Claims User-Defined Fields that defined table.

篩選條件

所有篩選條件預設為 [All]。可從下拉選單選擇特定數值以限制查詢結果。篩選條件會以累加方式生效，即同時套用多個條件（AND 邏輯）。

期間：選擇費用期間（例如：2026/03）。系統會自動填入日期範圍。按下「Proceed」前必須先選擇期間。

日期：查詢的開始及結束日期。預設為整個期間，可按需要調整為自訂日期範圍。

員工：按指定員工篩選。預設為 [All]，即顯示所有員工。

費用類型：按費用類別篩選（例如：交通、餐飲、住宿）。

費用申請批次編號：按指定的費用申請批次編號篩選（例如：ECB-000011）。

自動轉帳批次編號：按經 Autopay 處理後產生的對應批次編號篩選。

部門：按員工所屬部門篩選。

分部：按員工所屬分部篩選。

工作地點：按員工的工作地點篩選。

員工類別：按員工類型篩選（例如：全職、兼職、合約）。

自訂欄位（User-Defined Fields）：按費用報銷模組中所設定的自訂欄位進行篩選。

Grid Interaction Features

Sort: Click any column header to sort ascending; click again to sort descending.

Group by Column: Drag a column header into the grey grouping bar at the top of the grid to group rows by that column. Useful for grouping by Department or Expense Code.

Search: Use the search box at the top-right of the grid to filter visible rows by any text value.

Pagination: The page indicator at the bottom-right shows the current record range (e.g., 1–5 of 5 items). Use the navigation arrows to move between pages when there are many results.

Column Menu: Click the ⋮ icon next to each column header to access sorting, grouping, and visibility options for that column.

表格互動功能

排序（Sort）：點擊任何欄位標題可進行升序排序；再次點擊則切換為降序排序。

欄位分組（Group by Column）：將欄位標題拖曳至表格上方的灰色分組列，即可按該欄位進行分組。例如可按部門或費用類型分組。

搜尋（Search）：使用表格右上角的搜尋框，輸入關鍵字以篩選顯示的資料列。

分頁（Pagination）：右下角的頁面指示器會顯示目前記錄範圍（例如：1–5 / 共 5 筆）。當資料筆數較多時，可使用導覽箭頭切換頁面。

欄位選單（Column Menu）：點擊每個欄位標題旁的 ⋮ 圖示，可開啟該欄位的選單，進行排序、分組及欄位顯示設定。

Exporting to Excel

Click the Grid Export to Excel button (top-left of the grid area) to export all currently displayed records to an .xlsx file. The export reflects the current filter state — only records matching the active filters are included.

匯出至 Excel

點擊表格區域左上角的「Grid Export to Excel」按鈕，即可將目前顯示的所有記錄匯出為 .xlsx 檔案。匯出的內容會依照目前的篩選條件，只包含符合條件的記錄。