Approve an Expense Report

You can approve an expense report if you have Group, Company, or System access to the Expense Report application and if you have approval rights to the selected expense report.

Your system administrator can configure Vision to notify you when Expense Reports are submitted for approval.

To approve the expense report of an employee in another company, follow the procedure for opening the expense report for an employee in another company.

To approve an expense report, complete the following steps:

Open the expense report that you want to approve.
Review and edit the expense report and then click Approve.
The Approve button displays on the toolbar only if you have approval rights for the selected expense report.
To select a different expense report to approve, click Employees.
Vision displays the Select Expense Report dialog box. By default, the Select Expense Report dialog box displays a list of expense reports for all employees in your assigned groups and the status of those expense reports.
To change the default display, complete one of the following actions:
- Enter an employee number in the Employee field to display expense reports for a single employee.
- Use the drop-down list in the Group field to display expense report information for a specific employee group.
- Clear the Status Totals option for any expense status that you do not want to display.
In the grid on the Select Expense Report dialog box, click the row that contains the employee expense report that you want to approve.
Click Select to open the selected expense report or click Select All to select and open all expense reports on the grid.
Review and edit each expense report.
If you open multiple expense reports, use the navigation buttons below the Expense Report toolbar to scroll through the expense reports. You can then review, edit, and approve each expense report individually.
Click Approve to approve the expense report currently displayed in your browser window.
If you have multiple expense reports open, Vision approves the current expense report and automatically moves to the next open expense report.