Approve expense report

The approval of an expense report will automatically approve all transactions linked to it. If any item on the expense report requires multiple levels of approval then each approver will be able to view all transactions that are linked to it and approve the expense report as a whole. Once the final approval is given, the user may no longer add, remove or recode any of the transactions in the expense report.

To approve an expense report:

1. In the Approvals > Items Requiring Attention screen, select an employee's name to display all their expense reports.

   The Transaction Approval screen appears.

   Note: You can also access individual expense reports by clicking a period in the Items Requiring Attention screen. The transaction summary screen will display.

2. Click beside Approval Required to expand the list.

   Note: Click the name of the item to view the print version of the expense report if you need more information, then click Back to return to this view.

3. Click to the right of the expense report you want to approve. If you need more information, click to view the details in a read-only view.

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

4. To view a full audit history of an expense report, click View Audit History.

   Each icon in the table that appears represents a different phase in the expense report life-cycle:

   The account holder has either:

   • created the expense report
   • linked transaction items to the report
   • updated details of the expense report.

   The account holder has submitted the expense report for approval.

   The approver has posted a question about the expense report.

   The account holder has answered approver's question.

   The approved has declined approval of the expense report.

   The approver has approved the expense report.

5. Click Approved at the bottom of the Approval tab.

   A green check appears in the Approved check box and the action is recorded under the History tab. Note: An asterisk next to your name under the History tab indicates the transaction was approved via an expense report.

6. Click Save.