Once an Expense Report is submitted to an approver for approval, they can approve or reject it.
📎NOTE: You can only approve an expense if you're assigned as an Expenses Approver.
Go to the Expenses folder, then click the Review tab.
On the list of Expense Reports waiting for approval, click View.
You see details of the Expense Report. and the list of expenses compiled in the report. Click View next to each expense to view more details about it.
📌TIP: You can click Download to download the expense report as either a PDF or Excel document.
Once you've reviewed the submitted expense report either click Approve or Reject
📌TIP: If you want someone else to approve it, click Reassign, then select the other approver.
When you click Approve, click Approve again to confirm it
When you click Reject, you can enter a rejection reason, then click Reject again to confirm
What happens after you approve an expense?
The expense and expense report appears as 'Approved' in your list of expenses and reports.
The Expense Report also becomes a purchase invoice in your Purchase folder.
What happens after you reject an expense?
When you reject an expense report, its status shows as 'Rejected'.
You can submit the rejected expense report again. Just view the expense report and click Re-Open. Its status changes from 'Rejected to 'Open', and you now have the option again to submit it.