Submit Expense Items for Approval
Submit an expense packet for approval. Once expenses are submitted for approval, they can no longer be edited.
To submit an expense packet:
- Select .
- In the Items Pending Submission grid, select the items to submit.
Select the Submit Selected For Approval
The Submit Expense Report for Approval window opens, showing a summary of each selected item.
Enter a Description of Submission (ex: December
Expenses) to label the expenses that you are about to submit.
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.
- If the Reviewer field is available, select an expense reviewer.
You will see the status of your submitted expenses and can print a report of the grouped items submitted.
To submit individual expense items:
- Select .
- Select New Expense Item, and enter expense details.
Click Save and Submit at the bottom of the
If enabled, the Save and Submit button is also available when editing expenses.