Expense Report Approval - Overview

As an Expense approver, expense reports are sent to you for review and approval.

As an approver, you can review the report and then:

• Approve an expense report "as is"

• Attach additional receipt images or documentation to the report

• Send an expense report back to the employee so the employee can modify and resubmit the report

Depending on your company's configuration, you can:

• Adjust the amount of one or more expenses to comply with company policy and then approve the expense report for the lowered amount

• Send one or more expenses back to the employee - without returning the entire expense report; the remaining expenses on the report are then approved and moved to the next workflow step

Access your approvals

You can access your approvals in these ways:

• On the menu, click Approvals.

• In the My Tasks section of the home page, click the Required Approvals heading, which reflects the number of items that require your attention.

Receive email notifications - only in certain products

You can use Profile > Profile Settings > Expense Preferences (left menu) to indicate if you want to receive email notifications for approvals. Also, if your company uses the Email Approval feature, the approval notification email may also include additional expense report information as well as a link for quicker login.