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- 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.
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 form the list.
6. If applicable, assign up to 3 additional delegate approvers.
7. Click "Save" to save changes.