View/Edit the Report Timeline (Approval Flow)

The Approval Flow window displays the route that your expense report will follow once it is submitted. It must be approved by this route as defined by your company. However, your company may allow you to add approvers to the workflow. If your company does not allow you to edit a workflow, then this page will be read-only. This page is also read-only if you have already submitted the expense report.

Add an approver

If you are allowed to add new approvers, then the Edit link appears to the right of Approval Flow.

To add an approver:

  1. With the report open, click Report Details > Report Timeline. The Report Timeline window appears.
  2. Click Edit. The Edit Approval Flow window appears.
  3. Click Add Step.
  4. Select the search type, such as Last Name.
  5. Enter the search information, in this case, the approver's last name.
  6. Select the desired approver from the search results. (Only valid approvers appear.)
  7. In the Edit Approval Flow window, click Save. This action saves your changes but it does not submit your report.
  8. In the Report Timeline window, click Close.
  9. To submit the report, click Submit Report.

Edit an approver

To edit an approver:

  1. In the Edit Approval Flow window, click in the appropriate approver field. (Not all fields allow edits.)
  2. Enter the desired search information, such as last name.
  3. Select the search type, such as Last Name.
  4. Enter the search information, in this case, the approver's last name.
  5. Select the desired approver from the search results. (Only valid approvers appear.)
  6. In the Edit Approval Flow window, click Save. This action saves your changes but it does not submit your report.
  7. In the Report Timeline window, click Close.
  8. To submit the report, click Submit Report.

Remove an approval step

Not all steps can be removed. Those that can be removed appear with a Delete link.

To remove a step:

  1. In the Edit Approval Flow window, click Delete for the desired step.
  2. In the Edit Approval Flow window, click Save. This action saves your changes but it does not submit your report.
  3. In the Report Timeline window, click Close.
  4. To submit the report, click Submit Report.