Expense Report Approval

Expense report approval is an activity flow that begins when an employee submits an expense report for approval. An approval notification is then sent by the application to the employee's approver, who reviews the request for approval and takes appropriate action.

Expense report approval is an activity flow that consists of the following actions:

The employee submits an expense report.
The approver receives an approval request.
The approver takes approval action.

Employee Submits an Expense Report

The employee enters expenses in the expense report, following company policies, and then submits the completed report for approval.

Approver Receives an Approval Request

The approver receives an approval request in the form of a notification that appears in the BPM Worklist or by email, based on setup. Configurable approval rules are set up by the expense manager in Oracle Fusion Approvals Management to enable routing rules for approval by the appropriate approver. Expense report approval can take the following forms:

Approval based on supervisor hierarchy, position hierarchy, cost center managers, or project managers.
Approval based on templates: The approval notification is sent to the approver of the template that was used to create at least one expense item in the expense report.

Approver Takes Approval Action

If the approver is set up to receive approval requests through the BPM Worklist, the approver can take the following approval actions:

Approve the expense report.
Reject the expense report.
Request more information about anything in the expense report, usually expense items.
Delegate approval of the expense report to a selected user who acts on the approver's behalf temporarily.
Transfer approval ownership of the expense report to another person or group permanently.

If the approver is set up to receive email approval requests, the approver can only take the following approval actions:

Approve the expense report.
Reject the expense report.