Approving an Expense Report (v10.xx)
Submitting an expense report for approval
To submit an expense report for approval, it is sufficient to change its status to "To be approved."
From the expense report, click "Workflow" on the action menu bar and select "To be approved".
Approving an expense report
Once a user has submitted an expense report for approval, the input fields in the document are no longer editable, and they cannot delete it. The resource responsible for approving it then has to take action. To access expense reports awaiting approval:
- Navigate to the Time & Expenses tab
- Select "Expense report" in the contextual navigation menu
- Select the view "To be approved".
- All expense reports awaiting approval are displayed in the content window. Open the one you want to review in Edit mode.
- From the [Workflow] menu on the action bar, select "Approve" or "Deny".
If an expense report is rejected, the user must modify it and submit it again for approval.
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