Ajera saves the expense report that you entered.
The employee finished entering the expense report and is ready for the
supervisor/accounting manager to review it.
Now, to make any changes to the expense report, the employee must first
unsubmit it. However, the supervisor or accounting manager can change
a submitted expense report if their company
preferences for time and expense entry are set up to permit it.
Ajera processes the expense report unless company
preferences for time and expense entry require supervisor or accounting
approvals before processing.
The supervisor/accounting manager approves the expense report submitted
by the employee. The expense report appears as
Approved on the expense report list.
Ajera processes the expense report after the supervisor, accounting
manager, or both approve the expense report (depending on approval requirements
set up in company preferences
for time and expense entry).
The supervisor/accounting manager rejects an item in the expense report.
The expense report appears as Expense Rejected on the expense report
list. The employee must correct and submit the
expense report again.
The employee decides the expense report is not ready for approval after
An employee can change the expense report if it has not yet been approved
A supervisor/accounting manager decides not to approve
the expense report after all.
You can unapprove an expense report only if:
- It was not yet approved
by all the required approvers (as set up in Company > Preferences > Time
& Expense Entry tab).
If you required only Supervisor or Accounting approval, and the expense
report is approved, you cannot unapprove it.
- It has not yet been processed.
changing a processed expense report
You cannot delete an expense report after it is submitted.
Ajera creates a vendor invoice for the non-credit card entries, reflects the credit card entries on
the bank register, and makes entries available in client invoices. It
also reflects the changes on reports and financials.
Ajera bases the accounting date on the transaction date.
When Ajera processes the expense report depends on how your approvals
are set up in company preferences
for time and expense entry:
- If you do not require any
approvals, Ajera processes the expense report when the employee submits
- If you require only the
supervisor or accounting to approve the expense report, Ajera processes
it after that approval is made.
- If you require both supervisor
and accounting approvals, Ajera processes the expense report only after
both the supervisor and accounting manager approve it.
After Ajera processes the expense report, you cannot unapprove it.
If you use multi-company, Ajera makes entries based on the employee's company, transaction type, and payment method. For more information, see About expense reports with multi-company.
About changing a processed