Approving and Rejecting Multiple Expense Reports

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

   

   If you want 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. When a column is sorted in ascending order, this is indicated by an upward pointing arrow . When a column is sorted in descending order, this 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.

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