Working with Expense Authorizations

If the feature is enabled for your company's account, authorizations let you request advance approval for planned future expenses and link your expense reports to approved authorizations. You can create an authorization, enter expenses you plan to incur, and submit the authorization for approval. Depending on your role and access profile, authorizations let you view and approve expenses entered by other employees. If you're a manager, you can review and approve or reject the authorizations submitted by your reports or by consultants working on your projects.

You can:

• Use the authorization list to look for and go to any authorization you have access to. See Expense Report List and Expense Report Record.

• Create an authorization and enter future expenses receipts you want to get preapproval for. See Creating and Editing an Expense Report, Updating an Expense Report and Adding, editing, deleting receipts.

• After you create an authorization, submit the authorization for approval. See Submitting an Expense Report for Approval.

Depending on your role and access profile, you can also:

• Depending on your role, approve or reject the authorizations of others. Typically, you can review and approve or reject the authorizations submitted by your reports, if you're a manager, for example. See Approving or Rejecting Expense Reports.

• Depending on your role, delete open, submitted or rejected authorizations. See Deleting Expense Reports.