Understanding Approver Types

An approver type is a role, and PeopleSoft Expenses delivers these approver types:

• Receipt Verifier

  Person is responsible for verifying the receipt details of expense reports.

• Reviewer

  A department reviewer can screen expense transactions for policy compliance prior to the approval process. If you use this type of role, approvals are not processed until the transaction has been reviewed.

• Expense Manager

  A department or expenses manager is authorized to approve some or all expense transactions. You can use the Expense Manager role instead of using the HR Supervisor role or you can use the role in conjunction with the HR supervisor for approvals of transactions meeting defined conditions, such as report total amount. You define these approvers through an approver list in PeopleSoft Expenses.

• HR Supervisor

  This role is the supervisor to whom the employee, contractor, or consultant directly reports, and is defined in the employee's user profile.

• Project Manager

  The person designated for project time and expense approvals may be the project manager as defined in PeopleSoft Project Costing, or the supervisor as an option in the product.

• Project Supplemental Approver

  This role is a supplemental or conditional approver for project-related expense transactions. Use this approver type instead of project manager approvals, or in conjunction with project manager approvals for project-related transactions that meet defined conditions, such as report total amount or reports with billable project hours. You define these approvers through an approver list.

• Prepayment Auditor

  This approver type supports an auditor process prior to payment processing for review and approvals.

• Post Payment Auditor

  Post payment auditors can take action on expense transactions that have completed the processing cycle. Certain combinations of transactions and approval actions are disallowed for this role.