How To Review Business Expenses
Please note: Stipend Admins are not automatically assigned Business Expense Review or Admin Access. Click here to see the steps for updating user access.
1. Click Expense admin on the left sidebar and then select Review Expenses.
2. This will bring you to the Business Expenses Reports Page. You can search for a specific expense or click the Eye Icon to review expenses. You can also filter the expenses by clicking the arrow next to Status.
3. After clicking the Eye Icon for a specific expense you will see the review screen. This is where you can either Edit, Reject, or Approve an Expense.
4. Review Options:
- When clicking Edit, you will have the ability to edit all of the details of the submitted expense, including the receipt if necessary. After making the appropriate edits, click Save.
- When clicking Reject, you will have the ability to reject the expense and provide a reason that will be sent to the employee via e-mail.
Below is an example of the email that is sent to an employee when an expense is rejected. Please keep in mind that once an expense is rejected an employee does not have the ability to edit it and the expense will need to be resubmitted.
- When clicking Approve, you will be directed back to the full business expense report page.
5. After the Manager approves the expense, the Finance Reviewer will also need to approve the expense before it will show on the payroll report.
6. Once all expense reports have been reviewed by both reviewers, you can then Run Payroll for Business Expenses.