Approving documents

  • 05/01/2022
  • 2 minutes to read

When a document is approved, it changes status to Released. With this status, the document can be posted so the user can be reimbursed for the related claim(s).

The Approve section includes: Approve, Force Approval, Reject, Forward, and On Hold.

To approve a document:

  1. Search Search for Expense Management Approval Entries, then choose the related link.
  2. Select the relevant document to be approved.
  3. On the action bar, select Approve.

Considerations

An approved document cannot be updated unless by an admin. The admin must have Can Edit Approved Documents enabled for them, see Approver Setup for Expense Management.

Otherwise, the document must be reopened and re-sent for approval. For more information about reopening different types of documents, see:

See also