Approve or Decline Expenses and Reports

Expenses

Steps to Approve an Expense from an Expense Report

Access the Expense Manager
From the top menu of the ExpensePoint system, click on the Expense Manager module.
Open the Approver Workspace
In the Approver workspace, select the Expense Report from the upper section of the screen.
Select an Expense
From the bottom section of the screen, choose the specific expense you want to review.
Review Expense Status and Icons
Each expense will display a status labeled “Requires your attention” (see section 5 in the image below). This means you need to review the expense or the entire expense report before approving.
Additional Icons
Icons will be displayed, providing useful information for your review:
1. 1 - Yellow Triangle: Indicates the status of the expense. If the yellow triangle is displayed, the expense requires attention or review. It also shows if the expense has been submitted or not.
2. 2 - Flag Icon: Highlights any policy infractions or duplicate expenses.
3. 3 - Financial Institution Icon: Appears if the expense was imported via the Transactions feed.
4. 4 - Comment Icon: Shows if comments exist from either the submitter or approver.
5. 5 - Status Section: Displays the current status of the expenses within the selected report.
6. 6 - Clip Icon: Indicates whether or not a receipt is attached to the expense.
Approve the Expense
Once you have reviewed the expense, click Approve Expense from the approver tasks navigation menu.

Note: The Approve/Reject options will not be available if you select your own expense or expense report. As an approver, you only have permission to approve the expenses or expense reports submitted by users assigned to you by your admin.
After Approval

1. Approved expenses will be removed from the expense list at the bottom of the workspace and from the Expense Reports section.
2. If there are any expenses not yet approved or rejected, the expense report will remain in your queue until all expenses are reviewed.

For mobile app instructions on approving an expense, please refer to this article.

While reviewing expenses, you may encounter Policy Infractions or Duplicate entries.

$Policy Infractions in an expense$

If any Policy Infractions or Duplicates are found, you can leave comments for the Submitter. This allows them to provide additional details or update the expense as needed.

Steps to Decline an Expense from an Expense Report

Select the Expense
From the bottom section of the screen, choose the specific expense you want to review.
Decline the Expense
Click Decline Expense from the approver tasks navigation menu.

Expense Reports

Steps to Approve or Decline an Expense Report

Access the Expense Manager
From the top menu of the ExpensePoint system, click on the Expense Manager module.
Select the Expense Report
In the Approver workspace, choose the Expense Report from the upper section of the screen.
Approve or Decline the Expense Report
After reviewing all expenses and confirming if they are ready for approval or not, click Approve Report or Decline Report from the Approver Tasks navigation menu.