Send an expense claim for approval

If an approval workflow is set up for expense claims and you are the requestor or a designated alternate, you can send an expense claim for approval.

To send an expense claim for approval

  1. Choose Lightbulb that opens the Tell Me feature., enter expense claims, and then choose the related link.

    The Expense Claims page opens.

  2. Select the expense claim that you want to send for approval.

  3. Depending on your environment setup for approver selection and whether you want to choose the approver of this expense claim, perform one of the following steps:

    • If approver selection is turned on in your environment, and you want to choose the approver of this expense claim, perform the following steps:
      1. On the action bar, choose Requisition > Approvers.
        The Finance Request Approvers page opens.
        If no approvers appear, check to see whether the expense claim has been verified. For more information, see Verify an expense claim.
      2. Select the Enabled checkbox on the line of the approver who you want to approve this expense claim.
      3. To return to the Expense Claims page, choose Back Icon.
    • If approver selection is turned on in your environment, and you do not want to choose the approver of this expense claim, proceed to the next step.
    • If approver selection is turned off, proceed to the next step.

  4. On the action bar, choose Request Approval > Send Approval Request.

    Sparkrock 365 verifies the expense claim and if enabled, runs budget checking.

    If there are any errors, the Error Messages page opens and displays the list of errors.

    If budget checking is enabled, Sparkrock 365 checks the expense claim against the budget and notifies you if the budget amount is exceeded. To return to the expense claim, choose No. To continue processing the expense claim approval, choose Yes.

    A status message appears indicating that the expense claim has been sent for approval, and the Status changes to Pending Approval.

Expense claim approvals

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