Approve an Expense Report on the Select Expense Report Dialog Box

You can approve expense reports on the Select Expense Report dialog box.

Prerequisites: You can approve expense reports on the Select Expense Report dialog box if you have the appropriate rights to perform an approval based on the approvals workflow.

To approve an expense report using the Select Expense Report dialog box, complete the following steps:

1. Open an expense report.
2. On the toolbar of the Expense Report form, select one of the following actions to open the Select Expense Report dialog box:
   • If your firm uses multiple companies, click Employees > Select Employees.
   • If your firm does not use multiple companies, click Employees.
3. On the Select Expense Report dialog box, use the Employee lookup field to filter expense reports of an employee.
4. Select an expense report labeled as Approve in the My Action Required field on the grid.
5. Click Approvals > Do Required Action in the grid toolbar.
6. On the Approve dialog box, enter a comment as needed, and click OK. The Approve dialog box closes.
7. Check the updated State and Step fields on the Select Expense Report dialog box to verify that the record is approved. An approved record displays a Completed state.