Once an expense claim is submit, the Expense claim will route for approval upon the approval process designate for expenses.
Delegated Approvers has the option to Approve, Decline, Edit, and Cancel a submitted Expense claim.
Approve/Decline Expenses Claim
To approve an expense claim, select the Tasks menu > click Approvals tab > select Select All.
The Approvals screen will appear > select Expenses tab > enter the expense claim in the Expense/Claim Number field or utilize Filters by selecting the encircled down arrow.
Once the expense claim is located, select the claim number > the desired expense claim view screen will appear.
Click Approve/Decline > a pop-up box will appear > Insert desired message in the Reason box > select Approve or Decline.
Cancel Expenses Claim
To cancel an expense claim, select the Tasks menu > click Approvals tab > select Select All.
The Approvals screen will appear > select Expenses tab > enter the expense claim in the Expense/Claim Number field or utilize Filters by selecting the encircled down arrow.
Once the expense claim is located, select the claim number > the desired expense claim view screen will appear. Click More Actions > select Cancel.
A pop-up box will appear > to confirm cancelation, select OK.
Editing Expenses Claim
If approvers receive an expense claim to approve, but notice the information is incorrect or an attachment is missing. Rather than declining the expense claim, approvers can edit and make changes before approving.
To edit an expense claim, select the Tasks menu > click Approvals tab > select Select All.
The Approvals screen will appear > select Expenses tab > enter the expense claim in the Expense/Claim Number field or utilize Filters by selecting the encircled down arrow.
Once the expense claim is located, select the claim number > the desired expense claim view screen will appear. Click More Actions > select Edit.
The editable fields are information on the Bill To, Ship To tab.
Additionally, the following fields at the bottom of the screen:
| Note: The Expense submitter or Buyer, can add attachments when an expense is in the Incomplete, Pending or Approved state. |
If the approver desires to edit line item information, scroll down the screen to the applicable line item > select Actions > click Edit.
Once selected, the Edit Catalog Item screen will populate to make desired updates > select OK > click Save (at the top of the screen) to apply all updates, for approval.