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Service Business Expense

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Service Business Expense document sample

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									                    •   Expense Service – Quick Start Guide
                                for Expense Users


Overview
Use the Expense Service to account for (and request reimbursement for) expenses that you
incurred on behalf of Best Buddies International.
Expenses are entered into Expense in two ways:
• You may have out-of-pocket expenses (such as meals and tips) that you charged to your own
   credit card or paid for with cash. For these expenses, you must manually enter the expense
   information into the system.
Regardless of whether expenses are downloaded or are entered manually, different types of
expenses require specific types of information. For example, hotel expenses require the starting
and ending dates of your hotel stay, foreign currency transactions require the exchange rate,
and so on.


Easy as 1, 2, 3......
A typical scenario is: A user .....
   creates an expense report
    adds the downloaded company card charges
(if any) to the report (n/a to Best Buddies.)
    adds out-of-pocket expenses (if any) to the
report
   prints the report
  submits the report for review, approval, and
payment (and provide receipts)



This Quick Start Guide will show you how to complete these steps.



Note: This is for employee reimbursements only. All vendors and stipend check requests
remain the same.




QuickStart Guide                          Page 1 of 12                           Expense Service
for Expense Users                                                              Service Update 4.0
Log On and Access the Expense Service
Log on the first time
1. Go to http://my.concureworkplace.com.
   • The Identify Your Company page appears.
                                                          Forgot Your Password?
2. Type your company ID:best4tb4j6c0nkxv
                                                          If you can’t remember your password,
3. Click Continue.                                        Expense will help you.
   • The Log On page appears.                             NOTE: The following steps assume
4. Type your logon ID: First letter of first name plus    that your company enabled this
   last name. For example – jmiller                       feature and that you have previously
5. Type your password: Welcome1                           created a security question and
                                                          answer. For additional assistance,
6. Click Log On.
                                                          contact StephanyBlanco.
   •   You will be guided through New User
                                                          1. Click the Forgot your password?
       Verification pages. You will change your
                                                              link on the Log On page. The
       password here. When done, the Expense
                                                              Reset Password page appears.
       Service homepage appears.
                                                          2. Enter your logon ID.
NOTE: Following your initial logon, your company ID
is saved to your computer as a “cookie.” If you           3. Click Continue.
delete this cookie or log on to Expense from a            4. You will be prompted to answer a
different computer, you will be prompted for your             security question. If you answer
company ID.                                                   the question correctly, a temporary
                                                              password will be sent to the email
Log on after the first time
                                                              address associated to the logon ID.
1. Go to http://my.concureworkplace.com.
                                                          Once you receive the temporary
   • The Log On page appears.
                                                          password, log on again. You will be
2. Type your logon ID.                                    prompted to set a new password.
3. Type your password.
4. Click Log On.
   •   The Expense Service homepage appears.


   Create an Expense Report
To create an expense report:
1. On the homepage, click the
   Create expense report
   link.
   • The New Expense
      Report page appears.
2. Complete all required fields
   in the following Required
   format:
   Example
   Report Name:
   JMiller Mileage – August
   JMiller Travel – 08/02-08/09
   JMiller Telephone - August
   Purpose: Same as report name.

QuickStart Guide                           Page 2 of 12                            Expense Service
for Expense Users                                                                Service Update 4.0
3. Click Continue.
   • If your company does not use the company card download feature, the Edit Entries page
      appears. Go to step .

   Please note that travel PI’s are still required and can be faxed to the A/P department and
   Corporate Travel booking procedures remain the same.



   Add Out-of-Pocket Expenses to Your Expense Report
To add an out-of-pocket expense (for example, one that you charged to your own credit card or
paid for with cash) to the expense report:
1. When you click Continue on the previous page, the Edit Entries page appears. Click an
   expense type from the Details area on the right side of the page. This is similar to the
   column headers of the reimbursement forms.
2. Click Continue.
   • The Details area refreshes and provides the fields that apply to that expense type.
   •    Note: Each employee has a default cost center associated with their record. Those
        employees that cover regions (i.e.: MD, MA, CA etc) must update the cost center (by
        clicking the magnifying glass       ) when expenses are incurred by the regions. Please
        refer to the list of cost centers located on the homepage.
3. Complete all fields by selecting from lists (where available), clicking the magnifying glass
   to the right of the field (where available), or typing the appropriate information.
   How to code your expenses:
   • TYPE: In this field you will select your account that matches your expense, each account
     has an expense level as follows:
         50000 = Programs
         60000 = Management
         70000 = Fundraising
         80000 = Jobs
      Make sure to use the correct level account number for your expense.
      i.e.: Telephone expense for a staff member from the programs dept. will use the
      telephone account type that begins with a “5” vs. the Special Events dept. would use
      the telephone account type that begins with a “7” for F/R.

          Note: Travel expenses such as meals, gas, parking, tolls, and hotels correspond to
                the Travel (51400,71400,81400) account. Car rental (51401,71401,81401) and
               Airfare (51402,71402,81402) are accounted for separately.

       For further detail on type to use please see Common Issues on page 12.

   •     Grant: Each state has their own set of grants and/or foundations that are used for that
         state’s expenses. Please refer to the Employee distribution link located on the bottom left
         hand corner of your homepage. This link will route you to our TeamBestbuddies site in which
         you should find the “A/P distribution” file located in the Finance Department folder.
         Once you have the AP Distribution file open you will locate your state office on the tab and
         lookup the grants. Please contact your supervisor if you any questions on what the
         appropriate grant should be used for your expenses. Please note, these distributions will be

QuickStart Guide                              Page 3 of 12                             Expense Service
for Expense Users                                                                    Service Update 4.0
       periodically updated as grants are spent, renewed etc. Please continue to refer to this
       document for current distributions.
       For Headquarter Staff Only: There are specific grants created for each HQ department
       that are required for all expenses except event expenses (i.e. HP, HC, MB Gala,
       Ball etc.). They are as follows: Special Event, Corporate Sponsorship, Sponsor Benefit, Talent,
       Marketing, Programs, HR, Development, Finance, Government and Media Relations.

   NOTE: Refer to the “Other Expense
   Scenarios” in this guide for information about
   completing expenses involving hotel,
   itemizations, car mileage, remarks,
   attendees, or foreign currency.




4. Click Save.
   •  The new expense
      appears on the left
      side of the page.
5. Repeat these steps
   until you have added
   all expenses.
   Click itemization
   entries to view all
   expense entries.




QuickStart Guide                            Page 4 of 12                              Expense Service
for Expense Users                                                                   Service Update 4.0
    Print Your Expense Report

                                          You are not required to print your report but may do
                                          so:
                                          1. On the Edit Entries page, click the Print button on
                                              the toolbar.
                                              • The Print Report page displays.
                                          2. Select one of these:
                                              • Standard Report, which lists selected detailed
                                                information
                                              • Receipt Report, which lists the expenses
                                                requiring receipts
                                              • Receipt Fax Cover Sheet (not shown here),
                                                which is used for faxing receipts, using the
      Imaging service that is required by Best Buddies.
   • Weekly View Report, which prints in the weekly view layout (refer to the information
      about the weekly view in this guide)
3. Click Print at the top of the page. A preview of the report appears.
4. Click the Print link at the top of the window.



   Submit Your Expense Report
On the Edit Entries page, click the Submit button on the toolbar. The report is sent to your
manager for review. Also, you are returned to the Reports tab; the status of your submitted
report is now listed as Pending.
Follow your company’s process for submitting receipts (required), which can be done using the
Imaging service (faxing) or scanning the receipts. IMPORTANT: the system requires
receipts for all entries. In the case of mileage, you will have to attach (via fax or
scanner) a sheet of paper that simply states mileage reimbursement.
Best Buddies company policy requires you to submit receipts in order to be reimbursed.
Receipts can be attached to your ADP expense report in two ways (1) Scan your receipts and
upload the scanned file to your report or (2) Fax a copy of your receipts to the imaging service
center (instructions can be found on the receipt fax cover sheet print report) in which the faxed
receipts will automatically be attached to your report. (recommended)

Note: receipts directly faxed to AP at headquarters will not be accepted. Please choose one of
the only 2 options available.

Note: If this is a re-submission, please see Note on page 9.




QuickStart Guide                          Page 5 of 12                            Expense Service
for Expense Users                                                               Service Update 4.0
Other Expense Scenarios
Hotel Expenses
A hotel bill typically contains a variety of expenses, including the daily room rate, taxes,
parking, meals, and telephone charges. The system requires you to itemize the bill; Best
Buddies does not. Please enter the full amount of the hotel charge (including parking
etc, if incurred) in the Room Rate Field.**
1. On the Edit Entries page, select the Hotel expense type from the Details area on the right
   side of the page.
2. Click Continue. The Details area refreshes and provides the applicable fields.
3. Complete all fields by selecting from lists (where available), clicking the magnifying glass
    to the right of the field (where available), or typing the appropriate information.
4. Click Itemize.
    • The Hotel Itemization Instructions window appears.
                                                                       5. Click Continue.
                                                                       6. Click Room Charges in
                                                                          the Itemization area on
                                                                          the right side of the
                                                                          page.
                                                                          • The Room Charges
                                                                             Instructions window
                                                                             appears.
                                                                       7. Click Continue.
                                                                          • The Room Charges
                                                                             window appears.
                                                                       8. Enter the date range of
                                                                          the hotel stay and daily
                                                                          room charges. (**refer
                                                                          to introduction of hotel
    expenses section for clarification).
9. Click Save.
10. If there is a remaining balance that must be itemized, an amount will appear in the
    Difference field on the right side of the page. To itemize this remaining amount:
    • Select the appropriate expense type from the right side of the page.
    • Click Continue.
   •   Complete the required fields.
    • Click Save.
    • Repeat this process until the entire balance has been itemized.
11. Click Exit Itemization when completed.
    • The Itemization      icon appears to the left of the expense.




QuickStart Guide                           Page 6 of 12                            Expense Service
for Expense Users                                                                Service Update 4.0
Company / Personal Car Mileage
Use the two mileage expense types to calculate reimbursements based on your company’s
predefined rate for business use of company and personal cars. IMPORTANT: The purpose of
your trip is required by Best Buddies and takes the place of reason on mileage
reimbursement form. Please be as detailed here as you were on the hard copies to
ensure proper grant allocation.
1. On the Edit Entries page, select Personal Car
   Mileage expense type from the Details area on the       NOTE: Depending on your
   right side of the page.                                 company’s configuration, these
                                                           expense types may be named
2. Click Continue.
                                                           something other than Company
   • The Details area refreshes and provides the fields    Car Mileage or Personal Car
      that apply to that expense type.                     Mileage.
3. Complete all required fields except Cost.
4. Click the magnifying glass to the right of the Cost field.
   • The Car Travel window appears.
                                                           5. Complete the necessary field
                                                              of distance. Start and End
                                                              are NOT required.
                                                              • Your company’s pre-
                                                                 defined rate of reimburse-
                                                                 ment is visible and
                                                                 Expense automatically
                                                                 calculates the cost based
                                                                 on the number of miles
                                                                 driven.
                                                           6. Click Save in the Car Travel
                                                              window.
                                                           7. Click Save in the Details
                                                              area.
                                                           8. IMPORTANT: the system
   requires receipts for all entries. In the case of mileage, you will have to attach
   (via fax or scanner) a sheet of paper that simply states mileage reimbursement.


Add Remarks to an Expense Report
You can add remarks to an expense report to provide additional information for your approver,
as is required if you are unable to find a hotel within Best Buddies allowance of $90/per night
and meals of $30 a day if you had any staff or other Best Buddies quest on your tab. These
remarks are permanently attached to the report and are visible to anyone with access to the
expense report.
1. On the Edit Entries
    page, click Report
    Remarks on the toolbar.
    • The Edit Report
       Remarks window
       appears.
2. Type your comment in
    the New Remarks field.


QuickStart Guide                          Page 7 of 12                           Expense Service
for Expense Users                                                              Service Update 4.0
Add Remarks to an Expense Report(cont)

3. Click Save in the Edit Report Remarks window.
4. Complete the remainder of the expense as usual.
   •   When done, the Remarks       icon appears with the report on the Reports page.


Add Remarks to an Expense
You can add remarks to an expense to provide additional information for your approver.
1. On the Edit Entries page, select the button to the left of the expense for which you want to
   add a remark.
2. Click Remarks in the Details area of the page.
   • The Edit Entry Remarks window appears.
3. Type your comment in the New Remarks field.
4. Click Save in the Edit Entry Remarks window.
5. Complete the remainder of the expense as usual.
   •   When done, the Remarks       icon appears to the left of the expense.
Foreign Currency Transactions
You can have Expense convert expenses incurred in a foreign currency to your reimbursement
currency.
NOTE: Before entering foreign currency transactions, you must enable the feature in My Info
(Expense tab, Options section, Show foreign currency check box).
To enter the expense:
1. On the Edit Entries page, select the desired expense type from the Details area on the
   right side of the page.
2. Click Continue.
   • The Details area refreshes and provides the fields that apply to that expense type.
3. Complete all required fields except Currency and Cost.
4. Click the magnifying glass     to the right of the Currency field.
   • The Select Currency window appears.
   • Select the appropriate currency.
   • Click Save.
   *Please refer to the FEC link on your
   home page
5. Click the magnifying glass     to the
   right of the Cost field.
   •  The Foreign Currency window
      appears.
   • In the Foreign Amount field,
      enter the expense amount.
   • In the Exchange Rate field, enter
      the appropriate exchange rate.
6. Click Save in the Foreign Currency
   window.
7. Click Save.

QuickStart Guide                           Page 8 of 12                          Expense Service
for Expense Users                                                              Service Update 4.0
Edit and Delete Expense Reports, Expenses, and Attendees
You can edit or delete expense reports, expenses, and attendees if the expense report has not
yet been submitted. You can also make certain changes if your approver returns a report to you
for correction and resubmission.
IMPORTANT: If your report was resubmitted to you for any changes identified by
Accounts Payable, please make sure to resubmit to the Accounts Payable ID once all
corrections are done. If your report was resubmitted by your approving manager for
changes please resubmit to your manager for final review of corrections.
Edit the Expense Report Information
To change the expense report
name, date, purpose, and so on:
1. On the homepage, click the
   View my expense reports
   link.
2. Click the name (link) of the
   report to be edited.
   • The Edit Entries page
      appears.
3. Click Summary on the
   toolbar.
   • The Edit Report
      Summary page appears.
4. Make the desired changes.
5. Click Continue.
   •   The Edit Entries page reappears.


Edit an Expense
1. On the homepage, click the View my expense reports link.
                                                                  2. Click the name (link) of
                                                                     the report that contains
                                                                     the expense to be
                                                                     edited.
                                                                     • The Edit Entries
                                                                        page appears.
                                                                  3. Select the button to the
                                                                     left of the expense that
                                                                     you want to edit.
                                                                     • The expense appears
                                                                        in the Details area
                                                                        on the right side of
                                                                        the page.
4. Make the desired changes.
5. Click Save.



QuickStart Guide                          Page 9 of 12                         Expense Service
for Expense Users                                                            Service Update 4.0
Delete an Expense Report
1. On the homepage, click View my expense reports.
2. Click the name (link) of the report to be deleted.
   • The Edit Entries page appears.
3. Click Delete Report on the toolbar.
Delete an Expense
1. On the homepage,
   click View my
   expense reports.
2. Click the name (link)
   of the report that
   contains the expense
   to be deleted.
   • The Edit Entries
      page appears.
3. Select the button to
   the left of the
   expense that you
   want to delete.
   • The expense appears in the Details area on the right side of the page.
4. Click Delete in the Details area.




 For more information on these or other topics, click Help at the top of any Expense page.




QuickStart Guide                         Page 10 of 12                          Expense Service
for Expense Users                                                             Service Update 4.0
Use the Weekly View to View, Add, and Edit Expenses
The weekly view shows your expense entries in a calendar-style layout. The weekly view spans
the life of the expense report, with a maximum of 36 weeks, and displays the data from Sunday
through Saturday. The weekly view shows the individual expenses, the daily totals for all
expense types, the weekly totals for each expense type, the weekly total for all expense types,
and the grand total (report total).
Access the Weekly View
While on the Edit Entries page, click the Weekly View tab. The calendar-style view appears.
You can edit or add expenses using this view.




                                                                  Expenses as they appear
                                                                  on the Edit Entries tab



                                                                   Expenses as they appear
                                                                   on the Weekly View tab




Edit an Expense Using the Weekly View
1. While in the weekly view, click an expense (link).
   •  The Edit Entries page appears, with the expense in the Details area, ready to edit.
2. Make the desired edits.
3. Click Save to save your changes and return to the weekly view.


Add an Expense Using the Weekly View
1. While in the weekly view, click a blank cell (intersection of a date column and an expense
   type row).
   • The Edit Entries page appears with the corresponding date and expense type already
     selected.
2. Complete the expense.
3. Click Save to save the expense and return to the weekly view.


QuickStart Guide                         Page 11 of 12                           Expense Service
for Expense Users                                                              Service Update 4.0
Common Issues

Several expense categories are all inclusive. They are Best Buddies Month, Leadership Conference, Evaluation,
High School Training Day, Staff Training (for the January Meeting), Advisory Board and all fund raising events.
These line items include all of the costs for the project: venue, travel, lodging, meals, supplies, entertainment, staff
travel, awards, and any other cost directly associated with the project

Equipment - Includes cost of machinery, maintenance of equipment, and non-consumable items (fax machines,
telephones, copiers, computers, repairs, and service contracts). Paper and toner are consumable items, and their
cost is listed under Supplies.

Printing - Includes the cost of printing done by another company, such as Kinko’s. Please include cost of
stationery, business cards, post cards, etc. Printing costs for newsletters should be listed in the Newsletters line
item.

Public Awareness - Program advertising and promotion, including production. Use only if you have funding for this
expense.

Publications - Periodicals, reference manuals.

Recruitment – This line is for the recruitment of staff. It includes classified advertising and job announcements on
the internet.

Staff Training - Portion of annual training in Miami for program staff as well as outside training seminars not hosted
by BBI. Also includes the cost of annual training in Miami for State Directors, Program Supervisors, and
Headquarters Directors.

Supplies - All consumable items, such as copier paper, printer toner, pens, rubber bands, etc.

Telecommunications – The telephone account has been renamed to include phone, internet and web site service
expenses which includes cell phone reimbursements and IT repairs services etc.

Volunteer Management – Cost of recruiting, training and managing volunteers. Please note that this does not
include the Leadership Conference or the High School Training Day. Staff appreciation items are not to be charged
to this line; they are charged to Misc. Operating in the Management section (6 level).




QuickStart Guide                                    Page 12 of 12                                    Expense Service
for Expense Users                                                                                  Service Update 4.0
                     •   Expense Service – QuickStart Guide
                              for Expense Approvers

Once an employee has completed an expense report, the employee submits the report to
his/her approver for review. The approver can take action on individual expense entries and/or
the entire expense report.
NOTE: This document describes all entry-level and report-level actions that Expense
provides. Your company has determined which of the features are available to approvers in your
company. Check with your Expense administrator.
This QuickStart Guide shows you how to:
    • Take entry-level actions
    • Take report-level actions
   •     Access the reports you have already approved or rejected



Open an Expense Report for Review
To open a report awaiting your review, either:
   • Click a report name (link) in the Approvals area (right side) of the homepage.
   •     The selected report opens
         on the Manage Entries
         page.

- or -

   •     Click the Approve
         expense reports link in
         the Expense area (left
         side) of the homepage.
   •     The Approvals page
         appears.
   •  Click a report name (link).
   • The selected report opens
      on the Manage Entries
      page.
Note: You will receive an email letting you know that there are reports in the Expense Service
awaiting your approval.

Timely turn around is required by management to ensure on time reimbursement.



 For more information on these or other topics, click Help at the top of any Expense page.



QuickStart Guide                            Page 1 of 7                          Expense Service
for Expense Approvers                                                          Service Update 4.0
Entry-Level Actions:
These are the actions an approver can take with an expense entry:
     •   Partial: Reduce the amount of an entry, for example, to reduce it to the amount allowed
         by your company’s expense policies
     •   Reject: Reduce the amount of an entry to zero; Only in rare case.
    Approve: Return an entry to its original amount if it was partially approved or rejected
     •
NOTE: All expense entries are assumed to be approved unless you take an action on them.


Partially approve an
entry
To partially approve an
entry:
1. On the Manage
   Entries page, click the
   expense type (link) of
   the entry that you want
   to change.
   • The entry appears in
      the Details area of
      the page.
2. Click Partial.
     •  A message appears.
3.   Click OK.
     • The Partial
        Rejection Remarks
        window appears.
4.   Enter the amount you
     will allow.
5.   Add a remark.
6.   Click Save.
     • On the left side of
        the page, notice the
        icons as well as the
        amount in the Cost
        column (the original
        amount requested)
        and the amount in
        the Pending column
        (the amount that the
        employee will be
        reimbursed).




QuickStart Guide                            Page 2 of 7                           Expense Service
for Expense Approvers                                                           Service Update 4.0
Reject an entry
To reject an entry:
1. On the Manage Entries
   page, click the expense
   type (link) of the entry
   that you want to reject.
   • The entry appears in
      the Details area of
      the page.
2. Click Reject.
   •  A message appears.
3. Click OK.
   • The Full Rejection
      Remarks window
      appears, showing the
      amount as zero.
4. Add a remark.
5. Click Save.
   • On the left side of the
      page, notice the icons
      as well as the amount
      in the Cost column
      (the original amount
      requested) and the
      amount in the
      Pending column (the
      amount that the
      employee will be
      reimbursed).




   NOTE: Never delete an employee’s report; if changes need to be done to Type, Grant
   or expense level; please use the resubmit feature. When you view each entry you will
   notice a “remarks” link on the right side under the expense detail in which you will include
   the specific instructions for changes. By adding your instructions on each entry it will avoid
   any confusion for the employee when they receive their returned report for resubmission.




QuickStart Guide                           Page 3 of 7                             Expense Service
for Expense Approvers                                                            Service Update 4.0
Approve an entry
NOTE: After using Reject
or Partial, the Approve
button appears.
To approve an entry (return
the entry to the original
amount after using Reject
or Partial):
1. On the Manage Entries
   page, click the expense
   type (link) of the entry
   that you want to
   approve.
   •  The entry appears in
      the Details area of
      the page.
2. Click Approve.
   • A message appears.
3. Click OK.
   •  The Authorization
      Remarks window
      appears, showing the
      entry restored to the
      original amount.
4. Add a remark.
5. Click Save.
   • On the left side of the
      page, notice the icons
      as well as the amount
      in the Cost column
      (the original amount
      requested) and the
      amount in the
      Pending column (the
      amount that the
      employee will be
      reimbursed).



Report-Level Actions
These are the actions an approver can take with a report:
   • Approve: Approve the report including any adjusted or rejected entries; the report
     moves to the next step in the reimbursement process
   • Resubmit: Return the report to the employee; the employee can then edit the report,
     correct any issues, and submit it again for review and approval
   •   Reject All: Reject the entire report, returning the report to the employee; the report
       cannot be edited or resubmitted by the employee (not recommended)


QuickStart Guide                            Page 4 of 7                            Expense Service
for Expense Approvers                                                            Service Update 4.0
Approve an expense
report
To approve an expense
report:
1. On the Approvals page
   (or in the Approvals
   area of the homepage),
   click the report you want
   to approve.
   • The Manage Entries
      page appears.
2. Click Approve.
   • A message appears.
3. Click OK.
   • The Approvals page
      appears.
   • The report is
      approved and is
      removed from your
      list of reports awaiting
      your approval.


                                               Resubmit an expense
                                               report
                                               To resubmit (return) a report to an
                                               employee:
                                               1. On the Approvals page (or in
                                                  the Approvals area of the
                                                  homepage), click the report you
                                                  want to review.
                                                  •  The Manage Entries page
                                                     appears.
                                               2. Click Resubmit.
                                                  • A message appears.
                                               3. Click OK.
                                                  • The Edit Resubmission
                                                     Remarks window appears.
                                                     Include summary of changes
                                                     to be done as explained on
                                                     each entry you included a
                                                    remark for change.
                                               4. Click Save.
                                                  • The Approvals page
                                                     appears.
                                                  •   The report is returned to the
                                                      employee and is removed
                                                      from your list of reports
                                                      awaiting your approval.
QuickStart Guide                 Page 5 of 7                         Expense Service
for Expense Approvers                                              Service Update 4.0
Reject an expense
report (not
recommended)
Once an expense report is
rejected, the submitter
cannot resubmit the
expense report.

To reject an expense
report:
1. On the Approvals page
   (or in the Approvals
   area of the homepage),
   click the report you
   want to review.
   • The Manage Entries
      page appears.
2. Click Reject all.
   • A message appears.
3. Click OK.
   • The Edit Rejection
      Remarks window
      appears.
4. Add a remark.
5. Click Save.
   • The Approvals page appears.
   • The report is returned to the employee and is removed from your list of reports awaiting
      your approval.

   Note: If you are a manager that rejects a report by mistake, you can request that the
     approval status be changed Approved or Resubmitted. Contact Stephany Blanco.



Access the Reports You Have Already Approved or Rejected
In addition to viewing reports awaiting
your review, you can also view the
reports that you have rejected or
approved in the past.
1. In the Expense area of the
   homepage, click Approve expense
   reports.
   • The Approvals page appears. This
      page displays the reports currently
      awaiting your approval.
2. Click Other Reports.
   • The Available Reports window appears.
QuickStart Guide                         Page 6 of 7                            Expense Service
for Expense Approvers                                                         Service Update 4.0
3. Select one of the filters, for example, Reports you approved this month.
   • The selected reports appear.
You can also sort:
   • By date, by clicking the Date column heading
   • By employee name, by clicking the From column heading




QuickStart Guide                        Page 7 of 7                             Expense Service
for Expense Approvers                                                         Service Update 4.0
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QuickStart Guide                Page 1 of 2     Expense Service
for Administrative Assistants                 Service Update 4.0

								
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