View, Approve, or Reject Expense Reports

You can view consultants’ expense reports to approve or reject the expenses they submitted.

1. From the left menu, click the Home link to display the list of time cards and expense reports that need your approval.

2. When you log into the Home page, your information sorts by week-ending date in descending order and employee name in ascending order. Click any of the column heading links to sort the information by the column you selected. An arrow displays to indicate that the column is sorted by ascending or descending order.

3. If necessary, use any of the following search features to display information you need.

You do not need to complete each field to perform a search.

Option	Description
To display expense reports for a specific employee	Do the following: 1 . In the Name (Last,First) field, do one of the following: • To find a specific consultant—Type the last name and the first name of a consultant with a comma in-between and no space. For example, Smith,John. • To find several consultants—Type the first letter or letters of the consultants first or last name to display a list of consultants who match your search criteria. 2 . If necessary, you can also specify a week-ending date in the Week Ending field. 3 . Click the button to display the information you specified.
To display expense reports for a specific week-ending date	Do the following: 1 . In the Week Ending field, select a specific week-ending date for the information you need to view. This field defaults to All. 2 . If necessary, you can also specify an employee in the Name (Last,First) field. 3 . Click the button to display the information you specified.
To display another page of expense reports	Click the appropriate page number link to display another page of expense reports.

Option

Description

To display expense reports for a specific employee

Do the following:

1 . In the Name (Last,First) field, do one of the following:

• To find a specific consultant—Type the last name and the first name of a consultant with a comma in-between and no space. For example, Smith,John.

• To find several consultants—Type the first letter or letters of the consultants first or last name to display a list of consultants who match your search criteria.

2 . If necessary, you can also specify a week-ending date in the Week Ending field.

3 . Click the button to display the information you specified.

To display expense reports for a specific week-ending date

Do the following:

1 . In the Week Ending field, select a specific week-ending date for the information you need to view. This field defaults to All.

2 . If necessary, you can also specify an employee in the Name (Last,First) field.

3 . Click the button to display the information you specified.

To display another page of expense reports

Click the appropriate page number link to display another page of expense reports.

4. Click the to display the expense report.

5. Verify the header information that displays:

Field	Description
Name	The name of the consultant. The name displays as last name,first name. For example: Smith,John.
Employee ID	The employee identification number assigned to the consultant.
Tracking # (expense reports only)	The tracking number used to track the expense.
Job Requisition #	The job requisition number and the name of the customer for whom the consultant incurred the expense.
Status	The status of the expense report.

6. Verify the expense information that displays:

Column	Description
Expense Code	The expense code and a description of the expense incurred by the consultant.
Amount	The dollar amount or quantity of the expense incurred.
Unit/Rate	The quantity or rate of the expense item.
Subtotal	The amount for the expense item. USD only. (Amount x Unit/Rate = Subtotal)
Date	The date when the consultant incurred the expense.
Status	The status of the expense. For a list of status types, refer to Use the Status Summary Page.
Description	An explanation of the expense. You must click to view additional details about the expense including the User-Defined Fields (UDFs) associated with the expense item. Refer to View Expense Details for further information.

7. Do one of the following:

Option	Description
	To approve the expense that the consultant submitted. Repeat steps 4–6 for each expense that you need to approve.
	To reject the expense that the consultant submitted. Once you reject an expense, you must do the following: 1 . In the Rejection Reason Code field, you must select the reason code that identifies why you rejected the expense. 2 . In the Reason Detail field, type the reason why you rejected the expense.
	To approve all of the expenses listed.
	To reject all of the expenses listed. Once you reject all of the expenses listed, you must do the following: 1 . In the Rejection Reason Code field, you must select the reason code that identifies why you rejected the expenses. 2 . In the Reason Detail field, type the reason why you rejected the expenses.