Viewing Settlements Clearly
The filter view of the Expense Report Context allows you to filter or group settlements by status.
Viewing All Settlements to Be Settled
The person responsible for processing filters for all settlements with the status "To Be Settled" to get an overview of all settlements that still need to be checked and finalized.
Viewing My Open and Paid Settlements
The submitting person is best served by using the grouping by status to keep track of their own open, to-be-settled, and billed settlements.
Sales Executive Expenses