How do I reject an expense claim?

Once a user has submitted an Expense claim, as an approver, you will receive an email notifying you that a submission has been made. When you are signed into Capture Expense, you can approve or reject the claim.

 

  Note: If you have not received your emails, check your spam/junk folders.

To approve a claim

1. Click on the Expense Claim # link in the notification email. 
   
   
   You are taken to Approval's Stage 1 tab. 
   
2. Select the relevant Expense claim by clicking on the circular checkbox adjacent to it. The Actions menu appears.
3. Click the Reject button. 
   
   
4. A popup box appears use the free text box to provide the reason for the rejection and click Reject.

5.  A notification email is sent to the claimant and the rejected claim is returned to the user's Draft claims in the Expenses folder with a flag marking it as rejected.