Approve Expense Report Line Items

You can approve individual expense report line items for projects. If you use the Expense Reports Alerts feature, approvers are notified when an expense is charged to one of their projects. Be sure to approve all line items or notify employees if they need to correct expense report entries.

To approve Expense Report line items, complete the following steps:

1. From the Vision Navigation menu, click Time and Expense > Expense Report Line Approval.

   Vision opens the Expense Report Line Item Approval form. The top half of this form contains a list of projects to which expenses have been charged.

2. Select a project/phase/task in the Project List to display expense line entries for that project/phase/task in the Approval grid.

   Expense items display in the grid only for expense reports that are Submitted or Approved.

3. In the Approval grid, review the expense line entries and complete one of the following actions:

   Option	Description
   To approve all items in the grid	Click Approve All.
   To approve only selected items in the grid	Click the row that contains the item you want to approve and then click Approve.
   To approve or reject a line item	Use the Status drop-down list on the Expense Report Line Item Approval form.
   To reset the status of any line item	From the Status drop-down list on the Expense Report Line Item Approval form, select Unapproved.

4. Click Save.