Querying or Declining User Expenses

You have the option to query or decline a user’s 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 the Authorisation tab
3. Click the Details sub-tab
4. Click Search or use the Authorisation Filters to narrow down your search results
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 query reason
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. Click the Details sub-tab
4. Click Search or use the Authorisation Filters to narrow down your search results
5. Find the expense you would like to decline using the Expand icons
6. Click View next to the relevant expense
7. Click Decline
8. Enter the reason for declining the expense
9. Click Submit Decline to set the expense as declined