Approving Expense Reports in Workday (Manager)
REVIEW AND APPROVE AN EXPENSE REPORT
Expense reports are used to receive reimbursement for business related expenses that have been paid for out-of-pocket. This job aid details the process to Review Expense Reports that have been submitted for approval.
- Log into Workday
- From the Home Page: Click the My Tasks icon in the top right-hand corner of the Home page.
- Click the Expense Report to review.
- Scroll to display full report details. To expand the view of the expense report, click the upper right corner of the item.
- To view accounts that have been itemized (split cost), click the View Details button under the Itemization section.
- Complete the review and select one of the following actions:
- Approve: Route the task to the next step in the approval process or complete the process if this is the final approval
- Send Back: Send the task back to the initiator. A Comment to the initiator is required
- Add Approvers: Add an additional approver to the transaction.
- Close: Exit task without taking action, leaving the item in My Tasks
- Click Done.
