Expense Approval

Launching Expense Approval:

To launch expense approval, click on <Project Management> –> <Expense Approval> option in left side navigation menu.

Approving expense records:

Expense Approval page shows four possible expense approval tables depend upon logged in employee role in different projects and expenseapproval pathdefined for those projects.These are the possible types of expense approval tables available in expense approval page.

1. My Team Expense Entry Approvals(Will be showed if a project’s teamlead expense entries are due to be approved)
2. My Projects Expense Entry Approvals(Will be showed if a project’s project manager expense entries are due to be approved)
3. Client Expense Entry Approvals(Will be showed if a project’s external client expense entries are due to be approved)
4. Administrator Expense Entry Approvals(Will be showed if system administrator expense entries are due to be approved)

To review expense sheet:

1. To view whole expense sheet before approval, an approver can click on “Employee Link” to open read-only view of expense sheet submitted by a user.
2. The approver can see attachments of expense entry records by click on attachment links.

To Approve an expense sheet records:

1. Select[Approved]checkbox on expense sheet record which you want to approve.
2. Enter your comments in “Approver’s Comments”.
3. Click on[Update Expense Entry Approvals]button to confirm these approvals.

To Reject a expense sheet record:

1. Select[Rejected]
2. Enter your comments in “Approver’s Comments”.
3. Click on[Update Expense Entry Approvals]button to confirm these changes