Approving or Rejecting Authorizations

If you manage other employees or approve their authorizations, you can approve or reject the authorizations awaiting your approval.

Depending on your company's approval processes, authorizations may require several levels of approval.

You can approve or reject:

• Each authorization separately. See Approving or Rejecting an Expense Report.

• Multiple authorizations at the same time. See Approving or Rejecting Multiple Expense Reports at the Same Time.

If you manage other employees or approve their authorization, you can approve or reject the authorization awaiting your approval.

Approving or Rejecting an Authorization

To approve or reject an authorization:

1. Go to Expenses > Authorizations – To approve > [Select an authorization] > Submit/Approve.

2. Choose Approve or Reject.

3. (Optional) Copy others into the authorization approval or rejection notification by entering their email addresses under Additional email addresses to Cc. A notification is sent to the person who submitted the authorization by default.

4. If you're rejecting the authorization, enter a reason for rejecting the authorization under Notes or comments.

5. Click Save to confirm the approval action and return to the authorizations to approve list.

Approving or Rejecting Multiple Authorizations at the Same Time

Depending on your access profile, you can approve or reject several authorizations at the same time from the authorizations to approve list using bulk actions. For more information about bulk actions, see Bulk Actions.

To approve or reject multiple authorizations:

1. Go to Expenses > Authorizations – To approve.

2. Check the box next to the authorizations you want to approve or reject.

3. Click Bulk Actions in the list toolbar or press the shortcut key B.

   The Actions window appears.

4. Choose Approve the selected authorizations or Reject the selected authorizations.

5. If you're rejecting the authorizations, enter a reason for rejecting the authorizations under Notes or comments.

6. Click OK to approve or reject the selected authorizations and return to the list.