Expense Requests Workflow Notifications Process
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Approvers

When a transaction is submitted, it is first routed in the workflow to approvers who must review it and either approve or reject the entire transaction.

• If Rejected by an approver, see If Transaction Rejected by Approver
• If Approved by all approvers, the transactioin will proceed to Travel and Reimbursement (T&R) for review and processing, and the status becomes "Pending Travel and Reimbursement Audit."

Travel and Reimbursement (T&R) Audit

An audit by T&R can result in one of the following outcomes. The Preparer receives a workflow notification in each case.

• Complete with no issues, the status becomes "Ready for Payment"
• Reject the entire transaction, the status becomes "Rejected"
  • See If Entire Transaction Rejected by T&R

For expense report transactions, T&R has the option to reject only those lines that cannot be approved, and approve the rest of the lines for payment. T&R can:

• Return the entire report to the Preparer for more information or additional documentation, the status becomes "Pending Your Resolution"
  • See If Entire Expense Report Returned by T&R
• Mark Expense Report lines for which receipts are missing
  • Complete original expense report lines with no issues, status becomes "Ready for Payment" and approved lines will be paid
  • Create a new expense report with a -1 suffix for the lines with missing receipts, status becomes "Pending Your Resolution"
    • See If Expense Report has Line(s) with Missing Receipts
• Mark Expense Report lines for which there is a policy violation
  • Complete original expense report lines with no issues, status becomes "Ready for Payment" and approved lines will be paid
  • Create a new expense report with a -1 suffix for the lines for which there is a policy violation, status becomes "Pending Your Resolution"
    • See If Expense Report has Line(s) with Policy Violation
• Adjust the amount on line(s) out of policy compliance
  • Complete the expense report with adjusted amounts, status becomes "Ready for Payment"