Authorising an Expense as a Threshold Approver

If you are set as an approver for an expense threshold you will be notified of expenses in the threshold that requires your further approval. You do this as you would for a normal expense.

Authorising an Expense Marked as Needs Further Approval:

1. Go to Main Navigation > Expenses Management > Authorising Expenses
2. Click the Authorisation tab
3. Click the Details tab
4. Filter the results to help find the expenses you’re looking for
5. Click Search
6. Scroll down to the Expenses Table
7. Expand the department to view the individual expenses
8. Expenses that need further approval will appear with an orange triangle icon next to them
9. Select the expenses you would like to authorise using the tick boxes next to the expenses
10. Click Authorise Selected

Querying or Declining an Expense Marked as Needs Further Approval:

1. Go to Main Navigation > Expenses Management > Authorising Expenses
2. Click the Authorisation tab
3. Click the Details tab
4. Filter the results to help find the expenses you’re looking for
5. Click Search
6. Scroll down to the Expenses Table
7. Expand the department to view the individual expenses
8. Click the view icon next to the expense
9. Click either Query or Decline
10. Enter a reason for the query or decline
11. Click Submit Query/Decline