To Approve Expense Receipts

After an expense receipt has been taken off hold, it might require approval. You can approve a receipt by using one of the following forms:
  • Expense Receipts (EP301010): You use this form as a starting point from which you can open each individual expense receipt that you want to approve on the Expense Receipt (EP301020) form and view its details. By using this method, you can also reject each expense receipt.
  • Approvals (EP503010): On this form, you can approve any listed expense receipts. However, on this form, you cannot reject expense receipts.

To Approve an Individual Expense Receipt

  1. Open theExpense Receipts (EP301010) 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 receipts that you are allowed to access.
  3. On the Pending Approval filter tab, click the link in the Description column for the expense receipt you want to approve. The expense receipt opens on the Expense Receipt (EP301020) form.
  4. Click Approve on the form toolbar if you accept the expense receipt.

To Approve Multiple Expense Receipts

  1. Open the Approvals (EP503010) form.
  2. Do one of the following:
    • If you want to approve expense receipts assigned to you, select the My Approvals filter tab.
    • If you want to approve expense receipts assigned to you and to the members of your workgroup, select the My Workgroup's Approvals filter tab.
    • If you want to approve expense receipts 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 receipts are listed on the tab.
  4. Do one of the following:
    • To approve only certain expense receipts, in the unlabeled column, select the check boxes for the receipts that you want to approve, and then click Approve on the form toolbar.
    • To approve all listed expense receipts, click Approve All on the form toolbar.