Plan Expenses

Use the Expense Authorization form to estimate future expenses and advance requests and submit them for approval.

Your submitted expense authorization form is automatically routed to appropriate individuals for review and final approval.

If you are a supervisor or project manager, use the Expense Authorization form to complete the following tasks:

  • Review expenses authorizations before approving or rejecting them (supervisors only)
  • Review expense estimates charged against specific projects (project managers)

Related topics:

  • The Expense Authorization Form
    The Expense Authorization form is a wizard application where each section of the form becomes available as another is completed. When all sections are completed, the Submit function becomes available, and the form is run through a series of validations prior to Workflow routing it to the next person designated in the approval process.
  • Expense Authorization Screens and Dialog Boxes
    You can search, copy, or print expense authorizations. You can also submit your completed expense authorization form.
  • Expense Authorization Tasks
    Several tasks are available to you in handling expense authorizations.
Parent Topic: Expense