In this topic
- Introduction
- Expense application statuses
- Reviewing an Expense Application
- Approving an Expense Application
- Declining an Expense Application
- Cancel an Expense Application
Introduction
This topic describes how an Expense Approver can action an expense reimbursement request.
Expense application statuses
An expense reimbursement application can have the following statuses:
| Status | Description |
|---|---|
| Processing | The expense application is awaiting approval |
| Cancelled | The expense application has been cancelled |
| Declined | The expense approver/administrator has declined the expense application |
| Accepted | The expense approver/administrator has approved the expense application, but it has not yet been scheduled for payment |
| Paid | The expense application has been scheduled for payment and copied into the input sheet |
Reviewing an Expense Application
To review an expense application:
- Go to the Leave/Expense -> Home screen
- Scroll to the Expense Applications section
-
Click the Edit button to the left of the application that you would like to action
NOTE: You can also Approve the application without opening it by using the Approve button that is visible on the Leave Home screen for Expense Applications that are assigned to you for Approval.
- Review the Type of Expense and any Attachment
- Update the Amount if required
- Update the Include GST check box if required
-
Add any Comments if you want to
NOTE: Any comments that you add will be visible to the employee.
- Review any comments that the employee added to the application by viewing the Audit Trail
Approving an Expense Application
To approve an Expense Application:
- Follow the above instructions to review the Expense Application
- Click the Approve Application button ar the top of bottom of the screen
The Expense Application status will be updated to Approved. The employee will recieve an email to notify them that the Expense Application has been approved.
Declining an Expense Application
To decline an Expense Application:
- Follow the above instructions to review the Expense Application
- Click the Decline Application button at the top or bottom of the screen
The Expense Application status will be updated to Declined. The employee will recieve an email to notify them that the Expense Application has been declined.
Cancel an Expense Application
To cancel an Expense Application:
- Follow the above instructions to review the Expense Application
- Click the Cancel Application button at the top or bottom of the screen
The Expense Application status will be updated to Cancelled. The employee will recieve an email to notify them that the Expense Application has been cancelled.
