Approving or Rejecting Expense Reports Follow

Approvers are responsible for approving an expense report to send it forward to be exported. Approvers can approve the report, reject the report, or edit the expenses. 

To Approve a report, please follow the steps below:

1. Click on Approve in the upper navigation bar
   
2. Next, click the green Approve button. This will move the report forward to be exported.
   

To view a history of reports you have approved, please click on the Approved Reports link located in the upper right. Once a report has finished it's approval flow and is ready to be exported, the report will appear here.

Rejecting a report will send the report back to the user in order to make changes to resubmit it. 

To Reject a report, click on the red Reject button next to Approve:

Before rejecting the report, you're able to enter notes back to the user explaining the rejection and steps needed to take in order to resubmit the report:

The submitter will receive a rejection notification via email, and will see the rejected report displayed as Red, with the rejection note:

As an approver, you are also able to edit the name of expense reports and add notes to expense reports. 

To change the report name:

1. Click on the Pencil Icon to bring up the edit window:
2. Click the Report Name of the report to edit it. Enter in any report notes if needed, and click Save Report:
3. Once the report is saved, the report name and notes section will be updated: 
   

To edit expenses:

1. Click on the Expense Amount Total to bring up the edit window:
2. Click on the field that needs to be edited, and click Save.

• Please Note:  While approvers can 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 submitter so they can add the necessary information and resubmit it.