ReviewingandApprovinganExpenseReport.ppt

February 2014 1 Reviewing and Approving an Expense Report Press F5 to begin the slide show. Slides will automatically advance. * Objectives After completing this lesson, you should be able to: Review and approve an expense report View the approval workflow Add additional review steps for an expense report Return an expense report to an employee for correction/denial Approval/Denial of cash advance requests * As an approver, you can: Approve an expense report “as is” Send an expense report back to the employee to modify and resubmit Add additional reviewer or approval steps for a report, as needed * There are 2 tabs on your approval queue; one for expense report one for cash advance. The number indicates how many reports you have in the queue All reports waiting for your review and approval appear on the homepage in the Approval Queue section * To approve a report, first open the report to view You can customize the view by clicking the drop-down. Click view to show expenses as a list, or to view the detail. You can also group them by date or expense type or no grouping at all. * The yellow box icon indicates there are one or more exceptions. This is a reminder for the traveler to use Connexxus to book future airfare or lodging. The green icon with check mark indicates that receipt is attached. The grey icon with exclamation mark indicates that the expense has itemization. You can see the itemized expenses by clicking on the arrow to the left. * Clicking the drop-down on the Receipt tab, will give you the option to view receipts in new or current window or attach more receipts if necessary * By clicking on the drop-down on the Details tab, the approver has the option to review the Report Header, making sure the correct Dept ID, Fund, Project, Activity Period, Function, Flexfield (if applicable) or SpeedType is used or to correct if necessary. The approver can also view the Approval Flow if the report needs to be routed to additional appro