Approve or Reject Expense Reports from Timesheets

CHAPTERS

View Expenses
Approve or Reject the Expense
    Reject Expense
    Approve Expense
Email examples (Approve/Reject)

View Expenses

1. Click on the myDashboard Tab
2. Click on the Expense Reports sub tab
   
   
   
   
3. Click on the View button, next to the Expense you want to approve or reject.
   
   
   
   
4. On the right side, a flyout will appear
   
   
   
   
5. Click on one of the attachment links to view the uploaded attachment.
   
   
   
   
6. The attachment will be downloaded to your computer.  
7. Click on the attachment to view
   
   
   
   

Approve or Reject the Expense

1. When viewing the expense, you'll see 2 options at the bottom
2. Click on the Reject Expense or Approve Expense button
   
   

Reject Expense

1. Click on the Reject Expense button
   
   
   
   
2. A pop up will appear for you to add notes.
   1. We recommend putting the reason why the expense was rejected.
      Note: The Talent will see your notes.
      
      
      
      
3. Once you enter your notes, click on the Reject button
   
   

This is how it will appear to the Talent

Approve Expense

1. Click on the Approve Expense button
   
   
   
   
2. A pop up window will appear to verify that you want to approve the expense.
3. Click on the Approve button
   
   

Email examples (Approve/Reject)

When viewing the expense email notification, you'll see 2 options at the bottom (Reject or Approve).

Reject Expense

1. Click on the Reject Expense button
2. A new window will open
3. Enter a reason for the rejected expense.
   Note: The Talent will see your notes.
4. Click on the Submit Rejection button
   
   
   

Example of the email that the Talent receives

Approve Expense

1. Click on the Approve Expense button
2. A new window will open

Example of the email that the Talent receives