Submit an expense receipt or expense packet for approval.
Once expenses are submitted
for approval, they can no longer be edited. For help modifying expense receipts before
submitting them, see
Edit an Expense Receipt.
The total for all items on the expense receipt must be in balance with the
Total Amount on the
receipt before you can submit the receipt for approval.
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To submit an expense receipt or expense
packet:
-
Select .
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In the Receipts Pending
Submission section, select the boxes for the items to
submit.
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Select the Submit Selected For
Approval button.
The Submit Expense Report for Approval button is
available only if the total for all expense items on the selected
receipt is in balance with the total amount on the receipt. If you
are submitting a receipt packet, all receipts in the packet must be
in balance.
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In the Submit Expense Report for
Approval pop-up window, enter a Description of
Submission to label the expense packet that you are
about to submit. For example, December Expenses.
Note: If the Reviewer
field is available, enter the name of the expense reviewer for
routing, and select Add. If this
field is not showing, expenses are routed based on the workflow
that your Expense Admin has configured.
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Select Submit.
You can view the status of your submitted expenses in the Expense Submission
History section of the Submit Expense
page. You can print (download) a report of any of the expense
packets that you have submitted.
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To submit an individual expense receipt directly
from the Edit Expense Receipt page:
-
Select .
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In the Receipts Pending
Submission grid, open an existing receipt (select
Edit for
that receipt), or create and enter details for a new receipt. See Edit an Expense Receipt for
details.
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On the Edit Expense
Receipt page select the Submit
button.
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Select Submit at the bottom
of the window.
The Submit button is available only if the total for
all expense items is in balance with the total amount on the
receipt. Depending on your portal setup, you may be required to
select a reviewer before submitting an expense.
The status of your submitted expense receipts
displays in the Expense Submission History section of the
Submit
Expense page. You can select to print (download) a
report of any of your submitted expense receipts.
After the expense is either fully approved or
rejected, an email notification is sent to the employee who submitted the expense
receipt or packet. If an expense was rejected, the employee can edit the rejected
receipt and resubmit the expense or expense packet for approval. To view notes on
rejected expenses, re-open the Submit
Expense page. In the Receipts Pending Submission section, rejected expenses display with a
red x icon 
in the Rejected column. Select this icon to
view notes that explain why the expense was not approved.
