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Approve an Expense Report

PeopleSoft Financials 9.2

Select the Expense Report homepage

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Select the Approval Worklist tile

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

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Review the Summary, Notes, Attachments

Select Expense Details to review line item information

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

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Select Summary and Approve to return to the Expense Summary screen 

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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)

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

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

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