Approving or Rejecting Expense Reports

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As an approver, you have the options to approve, reject, and make changes to the expense report and submitted content before approving it. 
  • To make revisions,
    • Click on the Report Name to rename report.

    • Click on any detail on the expense entry to open it for editing.

  • If you have a copy of the receipt, you can also apply it to the transaction on the user’s behalf:
    • Click on the paperclip icon to the right of a transaction amount.

    • Then, browse for the image on your computer.
  • Note:  While approvers have the ability to modify submitted content, they cannot add new transactions to the report. If a purchase is missing from the report, we recommend rejecting the report back to the user so this person will be responsible for adding the necessary information and resubmitting it.
  • To Approve or Reject an expense report, click the respective buttons on the right side of the expense report.
  • If you choose to Reject an expense report, you will be prompted to Enter a rejection reason, which will be visible to the submitter when he or she reviews it for re-submission. This user will also receive an email notification regarding the rejected report.​


    Approving Reports: