Approving an expense report in the browser
To approve an expense report in the browser
- Select
> Manage
> Expense Reports.
- Click the Expenses by Employee tab.
- To add optional columns to the expense report window, click
and select the optional columns you want to see. - To add optional columns to the expense report detail window, click and select the optional columns you want to see.
- If you need to make any corrections and your company
preferences for expense entry are set up to permit it, make the changes and click
to save. - To reject an expense item, in the Actions column of the expense detail row, click
> Reject Row. If you reject an expense row by mistake, click > Reject Row again.
| Note: | If you reject an expense, you cannot approve the expense report. It is automatically unsubmitted. The employee must correct it, and submit it again. |
- To enter manager notes, ensure the Manager Notes column has been added to the Expense Report Detail window, enter any notes and click to save.
- Click the Select check box in the row of the expense report you want to approve.
- Click Approve.
- Select Approve as Supervisor and/or Approve as Accounting .
- Click Done.
Concepts
About expense reports with multi-company
About expense reports in the browser
Tasks
Setting up expense reports in the browser
Entering expense reports in the browser
Entering a new expense report from an expense widget
Adding attachments to expense reports in the browser
Submitting expense reports in the browser
Copying expense reports in the browser
Copy expense report row in the browser
Changing expense reports in the browser
Deleting expense reports in the browser
View expense report notes in the browser
Printing expense reports in the browser
Previewing attachments on an expense report in the browser
Unsubmitting an expense report in the browser
Changing processed expense reports in the browser
Reapproving expense reports in the browser
Unapproving expense reports in the browser
References
Optional columns for the credit card list in expense reports in the browser
Optional columns for expense report details for Expense Reports in the browser
Optional columns for expense report for Expense Reports in the browser
