Understanding the Expense Report Approval Process

If the company requires management approval of expense reports before reimbursement and if you are set up as the manager on the employee profile, you must review and approve expense reports before the employees can be reimbursed. A processing option enables you to override the approving manager, if necessary.

After an employee submits an expense report, the system sends you a notification message that an expense report requires your approval. You can review the expense report details, and then either accept or reject the report. Depending on where messages are delivered, you can approve expense reports from the message center, email system, or using the Expense Entry program.

If you accept an expense report, the system completes the Approved Date field, which is visible from the Auditor's Workbench program only, and changes the report status according to your expense report routing rules.

If you reject an expense report, you must specify the reason for the rejection. The employee receives a notification that the expense report was rejected and that it must be modified and resubmitted. The expense report status changes from a Manager Approval Required status to Employee Review From Manager status.