Approve Expense Report - Manager

Overview

This job aid is designed to assist managers in efficiently reviewing and approving expense reports in Workday. It provides a step-by-step guide to ensure accurate processing and adherence to University policies.

Details / Instructions

Managers must approve the reason for the travel card or reimbursement expense and the location of the travel. The manager only approves expense reports where the business purpose is travel. Managers can approve, reject, or request more information about anything in the expense report. To approve a report:

1. On the Workday homepage, select the “Inbox” Worklet icon in the upper right corner.
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2. Select the Item Identified as an Expense Report in your inbox.
3. Make sure to review all information in the expense report.
4. Ensure the correct Company and Cost Center are selected.
5. Review the Total Amount.
6. Ensure the Expense Item and Memo information is appropriate.
7. Review the attached Receipt.
8. To approve the report, click Approve.

Additional Steps if Needed:

• If there is an error in the expense report, select the Send Back button and enter a Reason. This will send the expense report to the employee to make the necessary changes.
• If additional approvers are needed, select the More button, then select Add Approvers.

See Also

Create Expense Report

Create Expense Report on behalf of Worker

Create Expense Report for Pre-Hire