How to Approve, Deny or Hold an Expense Report

How to Approve, Deny or Hold an Expense Report

Document number: 17227

As a manager you will be notified of reports pending your approval via automated email. Managers be able to review the reports then select Approve, Deny or Hold.

To process pending reports follow these steps:

Log into the Time and Expense application through Planet PeopleSoft.
- For more information on how to log into Time and Expense see Eureka! Document 17206 — How to Log into Time and Expense.
Click on the Expense link.
Click the Manager Approve link.
Click on the Expense Report link.
In the Find an Existing Value page use the drop down box for the Search By field and select Reports Status.
After the screen has refreshed use the next drop down box and select Submitted.
From the list of pending reports select the link for the report you want to review. This will open the details of the report.
Once you have review the report you may add your Comments at the box provided.
Select one of the actions to continue
- Approve will show your approval of all expenses and send the report on for further processing.
- Deny will show your rejection of the expenses. You have two options. You can deny the expense report by clicking the yellow Deny button. If you deny the report, the submitter will be notified and the report process will be ended. No further action is available on a denied report. If the denied report contained a valid expense, the employee will have to submit a new expense report. However, if you wish the employee to edit the report and submit it again for approval, you must check the Return to Employee box before you click the Deny button. In this case, you can deny a report, the submitter will be notified and they will be able to go back into the report and make changes and resubmit the report for your approval.
- Hold will save the report in your pending list and not continue the workflow. This is helpful if you want to check budget or expense information before approval.