Introduction and Overview

There are two key roles in the expense report process:

1. User (submitting the expense). The user creates and submits expense reports, sometimes deleting, correcting, and resubmitting as needed.
2. Approver (approving the expense). The approver reviews submitted expense reports and approves them for reimbursement or sends them back for corrections. Depending on your company's policies, an approver can add more review steps for an expense report, for example, if the expense report amount exceeds your approval limit or if the report contains allocations to a cost center that is not within your approval authorization. Your approver returns your expense report for you to correct and resubmit if any changes or additional information is required. The approver might be the user's direct manager, a senior or executive manager, a finance approver, a project approver, or other designated approver.

The following topics are covered in this Outlining the Expense Report Approval Process unit:

• Introduction and Overview
• Adding an Additional Review Step
• User: Printing and Submitting an Expense Report
• User: Deleting an Expense Report
• Approver: Reviewing and Approving an Expense Report
• Approver: Sending Back an Expense Report
• User: Correcting and Resubmitting an Expense Report
• Conclusion