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.