Overview
This article will show how to approve expenses in the Payroll module of Workforce Management (WFM).
Process
- Select the Payroll Module

Fig.1 - Payroll Module
- Select Expenses at the top of the screen then select Employee Expenses

Fig.2 - Employee Expenses
- The Expense list defaults to ‘All’ when first entered. To search for entries from a particular employee or within a particular pay period, use the search functionality at the top of the screen

Fig.3 - Search employee 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
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