Approve an Expense Report

PeopleSoft Financials 9.2

Select the Expense Report homepage

 

Select the Approval Worklist tile

Expense Reports will have ER as the leading characters in the Link, click on the Link

Review the Summary, Notes, Attachments

Select Expense Details to review line item information

Review the line level information, expanding twisties to get to the level of detail you wish

Select Summary and Approve to return to the Expense Summary screen 

Ensure the Expense Line Items are checked in the Approve column

Choose Approve or Send Back (if sending back, you must first enter a Comment)

 

If Approve, you will receive this Submit Confirmation pop-up, click on OK

If Send Back, you must first enter a Comment and will then receive this Submit Confirmation pop-up, click on OK