Submitting an Expense Report

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February 2014 1

Objectives

After completing this lesson, you should be able to:

• Route your expense report to your default approver • Route your expense report to an alternate approver • Add a reviewer • Add an additional or exceptional approver 2

After you have completed your Expense Report, click the “Submit Report” button.

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Final Review

Review the Certification of your expenses After Reviewing, click “Accept & Submit”

Receipts Required

If you haven’t attached your receipts already, click the “Attach Receipt Images” button to attach your already scanned receipt images. To submit your receipts via fax, click the “Print” button.

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This is your Default Approver from your Profile 5

KAWA

To send your request to an Alternate Approver, begin entering the approver’s last name, then select from the drop-down list.

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The Default Approver must be authorized to approve expenses for the Dept ID. 7

If the Default Approver is not authorized to approve the expenses for the Dept ID, the system will prompt for an Authorized Approver to be entered.

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If the User is not familiar with who is authorized to approve for this Dept ID, he/she may enter an asterisk (*) and select from the list of Authorized Approvers.

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If your department requires you to send the expense report for an additional level of review prior to the Default Approver, click the “Arrow-Up” button.

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SZE

Begin entering the Reviewer’s last name and select the name from the Drop-down list.

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If your expense report requires Exceptional Approval, or you wish to add another level of approval after your Default Approver, click the “Arrow-Down” button 12

KAWA

Begin entering the Approver’s last name and select the name from the Drop-down list.

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When you have finished adding all additional levels of approval, click “Submit Report”.

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Review the amounts presented on the Report Summary, then click, “Close”.

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The Expense Report has been sent to the first Approver listed on your workflow. The status is now “Submitted & Pending Approval”.

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Questions

CO Solution Center

: Tel: (415) 476-2126 Email: [email protected]

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Congratulations!

You have successfully completed the training for Submitting an Expense Report 18