Approving and Rejecting Expense Reports Using the Mobile Expense Approval Tablet Application
To approve or reject an expense report using a tablet:
Open the application by tapping the icon on your device, and then log in.
When you enter the application, a list of reports that are awaiting your approval appear on the left side of the screen.
The home screen also includes a pie chart that illustrates the types of reports awaiting approval, and a bar graph illustrating the employees with reports awaiting approval.
Additionally, you can easily determine whether any of the reports include exception items, as the report list displays exception messages in red text.
To approve multiple reports at once, you can select individual reports by tapping the Select option to the left of the report, or tap the Select All button to select all of the reports in the list. You can also use the Clear All button to deselect any reports you have selected. Once you have selected the reports to approve, tap the Approve button at the top right of the screen. In the following example, two reports have been selected for approval.
Tap the Approve button to approve the selected reports, or tap Cancel to return to the list of reports.
To review the details of a report, tap the report in the report list.
When you enter the Expense Detail screen, the system automatically displays the detailed information associated with the first item in the report.
To view details for a different expense item, tap that item.
Note that all expenses included within a Summary Receipt are indented and appear under the Summary Receipt item.
To view line-level notes, tap the Detail Notes tab. To view report-level notes, tap the Report Notes tab. All notes are read-only.
If the expense item is a split expense, the system displays the Split Details tab.
To approve the report, tap the Approve button at the top right of the screen, then tap Approve on the Confirm Approval screen. Tap Cancel to return to the report.
Tap the Photos button at the bottom right of the screen to view photos for the report or expense item. Tap either Report Photos (#) or Detail Photos (#) to view the photos for the report.
On the Detail Photos screen, tap the photo you want to view. The system automatically displays the first picture in the list.
Tap Back to return to the expense report.
To reject the report, tap the Reject button in the top right of the screen. On the Rejection Confirmation screen, specify message options, enter optional comments, select the options that describe why you rejected the report, and then tap Reject. Tap Cancel to return to the report.
To log out of the application, tap the Menu button at the bottom left of the screen, and then tap Logout.