Overview
The Expense Sheets tab allows an approver to review and approve (or reject) submitted expense sheets.
How to Approve/Reject an Expense Sheet
Using the filters in the left-hand pane, expense sheets can be loaded into the Expense Sheets grid for review and approval/rejection as appropriate.
When loaded, each row listed displays the current status of the Expense Sheet. Clicking an Expense Sheet row will load it's details into the Expense Sheets Detail.
The steps below walk you through a basic approval process.
Note Firms using line-item approval must approve all lines via the Expense Sheet Lines tab prior to approving the Expense Sheet.
1. Browse to PR>Approver>Expense Sheet tab
2. Use the filters to load Expense Sheets for review
2. Click a row in the Expense Sheets grid to review the related lines
3. Approve/Reject the Expense Sheet by checking the box in the Expense Sheet grid and clicking Approve or Reject as appropriate. Multiple Expense Sheets can be marked for bulk approval.
a. If rejecting, you'll be prompted to provide a reason.
The approval process has been completed for the selected Expense Sheets.
Field Descriptions
Toolbar
| • | Refresh - Refreshes the applet |
Buttons
| • | Submit (visible only with special rights) - Submits the selected time / expense sheets governed by line-item approval regardless of the approval status of all lines. |
| • | Reject - Rejects the selected time / expense sheets |
| • | Approve - Approves the selected time / expense sheets |
| • | Toggle Checked - When checked, all of the time / expense sheets in the grid will be selected or deselected. |
Expense Sheets Grid
| • | ESID - Internal Expense Sheet ID. Click to view the Expense Sheet in PR>Expense Sheets. |
| • | Status - Approval status of the record. |
| o | Unsubmitted - Expense Sheet has not been submitted |
| o | Pending - Expense Sheet lines are partially approved. Only available when using line-item approval. |
| o | Ready for Approval - Expense Sheet is submitted and ready for approval. When using line-item approval, also denotes all line items have been approved. |
| o | Approved - Expense Sheet has been approved |
| o | Rejected - Expense Sheet has been rejected |
| • | Employee - Employee associated with the loaded record |
| • | Title - Expense Sheet title |
| • | Amount - Total amount of the Expense Sheet |
| • | Reimbursable Amount - Total amount to be reimbursed to the Employee. |
| • | Documents - Number of documents associated with the Expense Sheet. Click to review documents. |
Expense Sheet Detail Grid
Expense Sheet Detail Grid displays line items associated with the selected expense sheet.
| • | Line Status - Approval status of the line item |
| • | WBS Path - Project path associated with the record |
| • | WBS Name - Project long name associated with the record |
| • | Tx Date - Date of the expense |
| • | Amount - Total amount of the expense line |
| • | Reimbursable - Total amount to be reimbursed to the employee for the expense line (e.g. reimbursable portion of the expense line) |
| • | Expense Code - Expense Code associated with the expense line |
| • | Credit Card - When checked, the expense was made with a company credit card and is not reimbursable. |
| • | Client Code - Client code associated with the record |
| • | Client Name - Client name associated with the record |
| • | Documents - Number of documents associated with the Expense Sheet line. Click to review documents. |
Expense Sheets tab uses standard Approvers applet Filters and Columns.
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