Expense approval screens show submitted reports waiting for your review.
Open Approval Administration #
Browse to Admin Expenses Approval Administration.
Notice: Expense tracking, approvals, and expense approval access are required. Your role and approval assignment control which reports appear.
Find pending reports #
Open Manage Expense Approvals, Pending Expense Approvals, or the mobile expense approvals tab.
Use search and filters to find a report, then review:
- employee, report date, name, and total,
- every item and amount,
- expense types and projects,
- payment, billable, and reimbursable values,
- comments and receipts,
- and approval history.
Approve or reject an expense report #
Approve #
- Open and review the complete report.
- Select it if the list uses selection controls.
- Select Approve.
- Confirm.
The report moves to the next level or becomes approved after the final level.
Reject #
- Identify the item or report detail that must change.
- Select Reject.
- Enter the required rejection reason.
- Confirm.
The report owner can correct the rejected report and submit it again.
Important: Inspect receipt attachments before approving when the expense type or your organization requires them.
Review on mobile #
Open the mobile approvals area and select expense approvals. Tap a report to see its details and available receipts, then tap Approve or Reject.
Administrator approval actions #
Administrators may also see Unsubmit for a submitted report or Unapprove for an approved report. These actions return the report to an earlier status so it can be corrected or reviewed again.
Use a reversal only when the report needs a documented return to an earlier state. Review approval history afterward, then tell the owner what action is required.
Troubleshooting #
A report is not in the pending list #
Check the filters, make sure the employee's report is assigned to you at the current approval level, and see whether another approver has already acted.
A receipt does not open #
Confirm your connection and report access. If the attachment remains unavailable, do not approve based on an assumption. Ask the owner or an administrator to verify it.
The decision action is disabled #
Refresh the report and check its status. The decision may already have completed, or the report may no longer be assigned to your level.