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.
From the Home Page:
1. Click the My Tasks icon in the top right-hand corner of the Home page.
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2. Click the Expense Report to review.
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3. Scroll to display full report details. To expand the view of the
expense report, click the upper right corner of the item.
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4. To view accounts that have been itemized (split cost), view the
View Details button under the Itemization section.
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5. Complete the review and select one of the following actions:
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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.
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