Approving Expenses for Payment

After authorising an expense the owner/process administrator will decide whether to pay the user for the expense.

Approving Expenses for Payment:

1. Go to Main Navigation > Expenses Management > Authorising Expenses
2. Click the Payment tab
3. Filter the results to help find the expenses you’re looking for
4. Click Search
5. Scroll down to the Expenses Table
6. Expand the department to view the individual expenses
7. Select the expenses you would like to mark as paid using the tick boxes next to the expenses
8. Click Approve for Payment

Please note that this does not pay the user. There is a final stage to the approval process that pays the user for the expense. This is for security purposes and to minimise errors. For more information on payment, please see below.

Setting and Confirming Payments:

1. After approving an expense for payment you will be redirected to the financials tab, if not go to Main Navigation > Expenses Management > Authorising Expenses > Financials
2. Here you can set and confirm payments for specific users.
3. Filter the results to help find the expenses you’re looking for
4. Click Search
5. Scroll down to the Expenses Table
6. Expand the department to view the individual expenses
7. Select the expenses you would like to complete using the tick boxes next to the expenses
8. Click Confirm

Please note that this will pay the user for the expense. If an error has been made at any stage of the approval process you are able to reverse expenses. For more information please see the Reversing an expense guide.