Approver Expense Manager Tasks

Overview of Approver Tasks 

Approvers have additional options in their navigation menu compared to submitter users. 

From the left side navigation menu, the Approver Tasks section allows you to approve or reject Expenses or Expense Reports. 

Workspace Layout

In the upper area of the Expense Manager are the Expense Reports, the Expenses are in the bottom are and the Receipts are on the right side.

Available Actions Based on Selection

Depending on whether you select an Expense Report or an Expense, the available options will differ: 

• Approve Expense: Approve the selected Expense from the Expense Report.  

• Decline Expense: Reject the selected Expense from the Expense Report. 

• Approve Report: Approve the selected Expense Report. 

• Decline Report: Reject the whole Expense Report, including all Expenses. 

Quick Search Navigation for Approvers

The Quick Search navigation menu for approvers allows you to view both your reports and the reports that require your approval. 

The options include:

• My Current Work: Displays your current Expense Reports along with the reports submitted by other users that are pending your approval. This view filters all of your expense reports by the unsubmitted status and sorts the reports in descending order based on the date created.  

• My Recent Work: Displays the Expense Reports that you have worked on within the last 24 hours, regardless of their submission status. 

• All My Work: Displays all your Expense Reports regardless of their Submission or Approval status.