Approving and Rejecting Multiple Expense Reports

To approve or reject multiple expense reports using the PSA Mass Approval component:

  1. Select the checkboxes of the records.
  2. Click one of these buttons:
    • Approve to approve the selected records.
    • Reject to reject the selected records.
  3. [Optional] Enter comments in the Comments field.
  4. Click Approve or Reject.
Note:

When Shield Platform Encryption is enabled in your org, you must be as specific as possible when searching for Shield Platform Encryption-supported fields to ensure that matching results are found.

If your administrator has created an approval process and linked it to the Manage Expense Reports to Approve page, you can approve and reject multiple expenses from there. Alternatively, you can approve or reject expenses using the standard user interface.

Note:

The columns that appear on this page depend on the fields that your administrator has chosen in the field sets of the Expense Report object. For further information, see Expense Report Field Sets.

To approve multiple expenses using the Manage Expense Reports to Approve page:

  1. Click Approve Multiple Expense Reports on the PSA Links sidebar.
  2. To locate the expense reports you want to approve or reject, filter the expense report approval requests listed:
    1. [Optional]Select a project or assignment to filter the approval requests on.
    2. [Optional]Select a resource to filter approval requests on.
    3. Click Filter.
    4. If you want to list all the expense report approval requests, click List All
    Tip:

    To sort the list in ascending or descending order on a particular heading, click the column heading that you want to sort the list on. A column sorted in ascending order is indicated by an upward pointing arrow . A column sorted in descending order is indicated by an downward pointing arrow .

  3. Select the checkbox next to the expense reports that you want to approve. If you want to approve all the expense reports listed, select the checkbox in the title bar.
  4. [Optional]Enter some comments about the approval.
  5. Click Approve.

To reject multiple expenses using the Manage Expense Reports to Approve page, repeat the first four steps to approve multiple expenses, then click Reject.

To filter the approval requests displayed, click Filter button. Start typing a value in the box displayed underneath the column you want to filter by. Matching records will display as you type.

The PSA Mass Approval component supports delegated approvers. For more information, search for "Approvals" in the Salesforce Help.

If you are using delegated approvers, you can use the picklist to determine whether to display all, primary, or delegated approval requests.