Querying or declining users expenses

You have the option to query or decline a users expense if you do not think it is correct. The user will be notified of this and, if you query, is able to respond inside the system.

 

Querying an expense:

1. Go to Main Navigation > Expense Management > Authorise Expenses

2. Click Authorisation tab

3. Scroll down to the Expenses Table

4. Click Search

5. Find the expense you would like to query using the Expand icons

6. Click View next to the relevant expense

7. You will see an overview of the expense. Click Query

8. Enter the reason you are querying

9. Click Submit Query to send your query to the user

 

Please note, the user can reply to your query in Clarity365. They must view the expense that is being queried in expenses and reply in the same way that queries are sent.

 

Declining an expense:

1. Go to Main Navigation > Expense Management > Authorise Expenses

2. Click the Authorisation tab

3. Scroll down to the Expenses Table

4. Click Search

5. Find the expense you would like to decline using the Expand icons

6. Click View next to the relevant expense

7. Click Decline - you will be asked to submit a reason as to why you are declining the expense

8. Enter a reason for declining the expense - this could be because there is an error in the cost stated for example

9. Click Submit Decline to set the expense as declined

 

 

 

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