Decline transaction

Note: This procedure applies to all account types, ie. card transactions, out of pocket expenses, expense reports or requisitions. Where reference is made to the Transaction Details window, this could in fact be the Travel Request Details or Out of Pocket Expense Details windows.

To decline a transaction:

1. From the Items Requiring Attention screen, click:
   • an employee's name to display all transactions that need approval across all periods and all account types, or
   • a statement period beside an employee's name to display only the transactions for that period and that account type.

   The Transaction Approval screen appears, allowing you to view the employee’s transactions that require approval. The items are categorized by account type, and the Approval Required list is automatically expanded for each type. For each transaction, you can view the supplier, item description, transaction date, amount, coding details, any linked receipts, any linked expense report.

2. Click to the right of the transaction you want to decline.

   The Transaction Details window appears, defaulting to the Approval tab.

3. Click the Declined option at the bottom of the Approval tab.

   Note: Some organizations may disable the transaction decline option for some or all account types. Your company administrator will be able to advise you on this if applicable.

   A black cross appears in the Declined check box.

4. In the Approver Comments field, type why you have declined the transaction. Note: You must enter a comment more than four characters in length.
5. Click Save.

   The transaction will show a decline icon on the employee’s statement, and will automatically move under the Declined heading of the Transaction Approval screen.

6. To go to the next employee requiring approval, without having to return to the Items Requiring Attention screen, click Next.