Approving an Expense Report
Access the Expense Report Approval form.
If you select the Reject option and then click OK, a message appears that enables you to explain why you are rejecting the expense report.
- Percent Exceptions
Enter the percentage of exceptions on the expense report. The system marks an expense item as an exception if it breaks a policy rule.
The number of exceptions on an expense report is one of the criteria the system uses to determine whether an expense report is audited.
- Total Unallowable Amount
Displays the total amount of unallowable expenses that you have to charge to a different account than allowable expenses.
- Approved Date
The system supplies the date on which the expense report was approved.
- Receive a copy
Select this option to receive an email indicating the reason that the expense report was rejected.
- Send copy to Manager
Select this option to send the manager an email indicating the reason that the expense report was rejected.
- Entertainment Expense Entry Error
Displays a system message that notifies the employee to submit the company name of the participants who attended an event for which the employee is requesting entertainment expense reimbursement.
- Expense Item Location Error
Displays a system message that notifies the employee that they specified an incorrect expense location on their expense report.
- Hotel Expense Entry Error
Displays a system message that notifies the employee to enter a separate detail line for each expense incurred at a hotel.
- Meal Expense Entry Error
Displays a system message that notifies the employee to enter meals separately by receipt date.
- Free Form Text Message
Select this option to write your own message. The system displays the text message window when you press the Send Message button.
- Receipts Not Labeled
Displays a system message that notifies the employee to label the required receipts for his or her expense report.
- 10 Day Notice - Missing Receipts
Displays a system message that notifies an employee that 10 days have elapsed since her or his expense report was submitted and that no receipts have been received.
- Expense Report Missing Receipts
Displays a system message that notifies the employee to submit all the required receipts for his or her expense report.
- Expense Report Missing All Receipts
Displays a system message that notifies the employee that no receipts were received for her or his expense report.