WFM: Approving Expenses

• This will return a list of the expenses for that employee or within that date period

Fig.4 - Expenses for employeeS within date period

• To view the employee’s submitted expenses select View on the far right-hand side of the row

Fig.5 - View expense 

• The next screen shows the status of the expense request, with a detailed list of the individual submissions for that period 

Fig.6 - Expense status

• To add a comment to a particular expense, select Comments on the left-hand side of the row

Fig.7 - Add comments 

• This will bring up a pop-up box where a comment can be entered. To save the comment, select Save

Fig.8 - Edit and save comments

• When a comment has been saved to a particular expense an ‘exclamation icon’ will appear next to the ‘View’ link on the far right - see Fig.9

Fig.9 - Exclamation icon appears when the comment has been saved 

• To decline an individual expense from an employee’s request tick the declined box on the relevant line

Fig.10 - Declining an expense

• Once comments have been added where necessary, and any individual requests have been declined, the whole request needs to be Authorised to allow it to pass through to be paid.
• Alternatively, if the entire request is to be declined, select Declined from the drop-down.
• Select Save

Fig.11 - Authorising an expense

• The submission will come up as ‘Authorised’ which will then be sent through to be paid in the next pay run

Fig.12 Authorised expense