Approve, Pay, or Deny an Expense Sheet

You use this procedure to approve, pay, or deny an expense sheet.

The ability to approve, pay, or deny expense sheets is controlled by user permissions that the TrafficLIVE administrator sets.

To approve, pay, or deny an expense sheet, complete the following steps:

1. Click Menu > Manage Agency > Expense Sheet.
2. Double-click the expense sheet that you want to approve, pay, or deny to navigate to the expense sheet detail page for that expense sheet.
3. Do one of the following:
   • To approve, pay, or deny the expense sheet and all of its expense line items simultaneously, choose the appropriate value from the System Status drop-down and select the Apply Status to Line Items check box.
   • To approve, pay, or deny one specific expense line item, click in its Expense Status column and choose the appropriate value from the drop-down that is displayed.
4. Click Update at the bottom of the page.
   Tip: The existence of two levels of approval (whole expense sheet / one expense line item) enables you to flag individual expense line items for further attention from the person who submitted the expense sheet. For example, you might submit for approval an expense sheet that contains four expense line items, but you forget to include the receipt for one of them. The person who approves your expense sheets can:

   • Set the status of the entire expense sheet to DENIED.
   • Set the status of that single expense line item whose receipt is missing to DENIED.
   • Set the status of the other three expense line items to APPROVED.

   You can then easily see which of the expense line items needs more attention when you learn that your expense sheet was denied.