You can reject individual expense charges for projects. If you use Expense Reports Alerts, Vision notifies employees that they must resubmit their expense reports. Employees can then check the status of their line item entries and correct rejected items.
To reject Expense Report line items, complete the following steps:
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From the Vision Navigation menu, click
.
Vision opens the Expense Report Line Item Approval form. The top half of this form contains a list of projects to which expenses have been charged.
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Select a project/phase/task in the Project List to display expense line entries for that project/phase/task in the Approval grid.
Expense items display in the grid only for expense reports that are
Submitted or
Approved.
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In the Approval grid, review the expense line items and complete one of the following actions:
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To reject all items in the grid, click
Reject All.
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To reject only selected items in the grid, click the row containing the item you want to reject, and then click
Reject.
- You can use the
Status
drop-down list on the Expense Report Line Item Approval form to approve or reject a line item, or reset the status of any line item to
Unapproved.
When you reject a line item on a submitted or approved timesheet, Vision changes the timesheet's status to
In Progress.
-
Click
Save.