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.

From the Home Page:

1. Click the My Tasks icon in the top right-hand corner of the Home page.

2. Click the Expense Report to review.

3. Scroll to display full report details. To expand the view of the
expense report, click the upper right corner of the item.

4. To view accounts that have been itemized (split cost), view the
View Details button under the Itemization section.

5. Complete the review and select one of the following actions:

a. Approve: Route the task to the next step in the approval
process or complete the process if this is the final approval
b. Send Back: Send the task back to the initiator. A Comment to
the initiator is required
c. Add Approvers: Add an additional approver to the
transaction.
d. Close: Exit task without taking action, leaving the item in My Tasks

6. Click Done.