Overview:

The Expense Claim Administrator screen will display by default the list of Completed Expense Claims which have not been Approved with Claim Dates earlier than today's date. The default sort order is by Person by Date. The sort order can be changed by clicking any of the Column labels. The selection of 'Apply Filter' will retain the sort order when returning from approving the claim

Only Completed Expense Claims can be approved. The claim can only be flagged as Complete by the person creating the claim or by a person with Administrator rights.

An Administrator has the right to edit any Expense Claim, including Complete/Un-Complete, and Approve/Un-Approve Expense Claim, including their own.

An Adminstrator may add an Expense Claim for another person within the Timesheet Group she/he has authorities over.

To Approve or Complete an Expense Claim, drill into the Expense Claim, click the Complete or Approved checkbox on the Expense Claim screen.

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Screen Guide:

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This screen is intended to be used by Administrators (users with permission 'Expense Claim Admin Review/Approval') to see Expense Claims and also to flag them as Paid when necessary.

Screen Guide:

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• Button Create New Expense Claim for: This button is used by the admin when they wish to create an expense claim for an employee, who can be selected from the next dropdown list.

• Full Name is a hyperlink to the Expense Claim and is the employee’s name.

• Claim Date is the date the Claim was created.

• Content is a summary entered by the employee that created the Expense Claim and is not mandatory.

• Local Currency Reimburse is the total amount that will be paid to the employee.

• Completed shows a tick when the Expense Claim has been flagged as complete.

• Approved shows a tick when the claim has been approved.

• Paid shows a tick when the claim has been paid to the employee.

• Click on a claim to view its detail.