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An approver is anyone someone that is set up to approver approve someone else's expense reports. Approvers have an additional menu item on the Dashboard called Expense Approval. 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 three different options:

• My queue: Expense reports waiting for approval.
• My rejections: Expense reports that you have rejected.
• Filter: A quick way to filter for a report.
  
  

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

Approve The Entire Report

The Approve All & Exit button allows you to approve the entire report at once without having to approve each line item.

• Click on the Approve All & Exit button. An "Approval Notes" window will pop up.
• Optional: Enter any notes into the field.
• Click on the Finish button.
• You will be taken back to the My Approvals screen.

Reject the Entire Report

The Reject All & Exit button allows you to reject the entire report without having to reject each line item.

• Click on the Reject All & Exit button. A "Rejection Notes" window will pop up.
• Required: Enter the reason why the report was rejected in the notes field.
• Click on the Finish button.
• You will be taken back to the My Approvals screen.
• The Expense Report will be sent back to the user who submitted it with the note explaining why the report was rejected.

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• On each expense line, there is an link to Approve link and a  or Reject link.
  • Click on the Approve link to  to approve that the line.
  • Click on the Reject link to  to reject that the 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).

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  Note: If the approver rejects individual expense lines, then clicks: Approve All & Exit: the The individual line rejections will be overwritten and the entire report will be approved. Reject All & 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 Removed

• 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

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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.

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