Approve Receipts

Objective

This page shows how HR Managers can approve receipts for eligible business expenses incurred by employees for relevant expenses.

Employee

Engages in event or action that requires reimbursement

Employee

Creates expenses record, attaches receipt, and submits for approval

HR Manager

Reviews record and approves receipts accordingly

Start in HR HUB
Under Travel & Expenses, navigate to Receipts
Enter Active Receipts record
Under General, review entered information submitted by employee
Under Docs, identify and enter submitted receipt(s)
Once receipt review is complete, under General enter person who is Responsible for Reimbursement
Select Submit
Then, a dialogue box will appear in the Business Process Flow requesting a Decision
Select, as appropriate, from Approved or Rejected
Select Next Stage
Another dialogue box will appear in the Business Process Flow, review the information.
All receipts, whether approved or rejected, must be marked as reimbursed in order to complete the process
Select Finish
Save & Close