To Approve Expense Claims

After an expense claim has been submitted, it might require approval. You can approve a claim by using one of the following forms:
  • Expense Claims (EP301030): You use this form as a starting point from which you can open each expense claim that you want to approve on the Expense Claim (EP301000) form and view its details. By using this method, you can also reject each expense claim.
  • Approvals (EP503010): On this form, you can approve any listed expense claims. However, on this form, you cannot reject expense claims.

To Approve an Individual Expense Claim

  1. Open theExpense Claims (EP301030) form.
    Tip: To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New right of the title.
  2. In the Selection area, clear the Employee box to see the full list of the expense claims that you are allowed to access.
  3. On the Pending Approval tab, click the link in the Reference Nbr. column for the expense claim you want to approve. The expense claim opens on the Expense Claim form.
  4. Click Approve on the form toolbar if you accept the expense claim.

To Approve Multiple Expense Claims

  1. Open the Approvals (EP503010) form.
  2. Do one of the following:
    • If you want to approve expense claims assigned to you, select the My Approvals filter tab.
    • If you want to approve expense claims assigned to you and to the members of your workgroup, select the My Workgroup's Approvals filter tab.
    • If you want to approve expense claims assigned to you, to the members of your workgroup, and to the members of the workgroups at a lower level in the company tree than your workgroup, select the All Records filter tab.
  3. Click the header of the Type column, and configure the filter so that only expense claims are listed on the tab.
  4. Do one of the following:
    • To approve only certain expense claims, in the unlabeled column, select the check boxes for the claims that you want to approve, and then click Approve on the form toolbar.
    • To approve all listed expense claims, click Approve All on the form toolbar.