Approve or decline expense report lines

Approve or decline individual expense reports. Employees create and submit expense reports, which are presented to the employee’s managers for approval. After approval, the expense reports become reimbursement request candidates for the accounting department to process into pending reimbursements, from which cheques are printed.

If your company is on the accrual basis, the expense posts to the General Ledger when it's approved. If your company is on the cash basis, the expense posts when the cheque is confirmed.

1. Go to Expenses > All > More > Approve expenses.

2. Find the expense report and select Report.

3. In the Expense entries section, find the expense and select Approve line or Decline line.

4. Enter Reviewer comments.

5. Select Approve or Decline.

Do not see expenses to approve?

If you can't see some or any expenses, your selected view might exclude expenses that do not fit the parameters of the view, such as Recently modified. For more information, go to Filter a list.

1. Go to Expenses > All > More > Approve expenses.

2. Select View all.

   Displays all expense reports that are approved or declined.

You can select View submitted to see expense reports that are submitted for approval. You can select All to see expense reports that are submitted for approval. Approved expense reports become candidates for reimbursement requests.

Allow the employee to make changes and resubmit

After you decline line items on a previously-approved expense report, a notice will be sent to the employee to "Please modify the expense report and resubmit it." After the employee updates the expense report, it will then go back through the standard approval or reimbursement process.