Content Comparison

An approver is anyone that is set up to approver someone else's expense reports. Approvers have an additional menu item on the Dashboard called Expense ApprovalsApproval. If you are set up as an approver use this menu to view the reports in your approval bin.  

The drop down arrow next to the Expense Approval will have two different options:

• My queue: Expense reports waiting for approval.
• My rejections: Expense reports that you have rejected.Query: Search for Expense Reports based on:
• Report ID
• User Name/ID
• Report Type
Start and/or End Date

Once an Expense Report has been selected, the there are three options:

...

• On each expense line, there is an Approve link and a Reject link.
  • Click on the Approve link to approve that line.
  • Click on the Reject link to reject that line.
    • A note is required for each expense line that is rejected.
• Click on the Save & Exit button to finish.
• You will be taken back to the My Approvals screen.

• If any expense lines were rejected, the entire Expense Report will be sent back to the user who submitted the report with a note attached to the rejected expense line(s).

  Panel
  Note: If the approver rejects individual expense lines, then clicks: Approve & Exit: the individual line rejections will be overwritten and the entire report will be approved. Reject & Exit: The entire report will be rejected and the individual line rejections and their messages will be saved and sent back to the employee that submitted the report.

Searching for reports:

To search for reports that do you not see within My Queue and My Rejections

• On the far left hand corner, click on the Filter icon Image Added

• A query window will pop up. 
• Filter: Search for Expense Reports based on:
  • Query Type (For previously approved reports select "Approved By Me (History)")
  • Report ID
  • Start and/or End Date
    
  • User Name/ID
  • Vendor
  • Report Type
  • Attachments
• Once fields are entered click Search

Image Added

Out of Office 

Approvers can designate their delegate approvers during their absence using "Out Of Office" approver function. If an approver is not able to assign a delegate approver administrators can assign delegates on their behalf.

1. Go to "My Preferences"
2. Click "Out Of Office" tab to add a new record
3. In the "Set Out of Office for" field select the main approver on behalf of which you are trying to assign a delegate approver - Defaults to "Me".
4. Provide the duration of the assignment by filling in the Start and End Date fields
5. Select the delegate approver from the Approver 1 drop down list. Please note that only another user with approval rights can be selected from the list.
6. If applicable, assign up to 3 additional delegate approvers.
7. Click "SaveApply Changes" to save changes.