This page explains how to approve , request more information and reject transactions created in the Expense Requests System (e.g., Expense Reports, Advances, Digital Payments and Non-PO Payments).
Before You Start
Utilize the Expense Requests System Transaction Approval Checklist to ensure compliance with university policies.
Notifications are sent to the approver notifying them that a transaction requires approval.
- Email must be enabled in Oracle Preferences, to be notified via email
- Logging into Oracle is required to view transactions needing approval
Select and Review the Workflow Notifications
- Select the link in the Subject column from the Worklist
- Review Messages for reminders to approvers to look closely at specific lines with unusually high costs. Explanation of cost should be provided by the preparer in Remarks for the line.
- Select Full View link to review transaction details
- Select the paper clip icon to view line attachments
- Select the Details icon to view details for the line
- Review attached receipts and other backup documentation
- Select Attached receipts link in the Notification, or select the Attach/View Receipts button in the Full View to open the Attachments window
- Scroll to the bottom if necessary to locate the View Attachments section
- Select the file name in View Attachments to open the attachment.Attachments for a specific line display the line information in the "For Transaction Line(s)" column. Attachments for the whole transaction display N/A for both the Expense Source and the For Transaction Line(s) columns. If a receipt is not attached directly to a line, look for it in a transaction attachment.
- Examine receipts, backup documents and transaction details
- Confirm that:
- Expenditures are reasonable, necessary and comply with all relevant university policies (Refer to Topic Overview: Business and Travel Expense Policies)
- Expenditures are correct, allowable for the account, allocable and properly coded
- Expenditures are appropriately documented and recorded in a consistent manner
- Funds are available in the account
- Select Back to Submit/View Receipts Page link to go back to the View Attachments page
- Close the Attachments window and the Full View window and return to the notification
Approve, Request More Info or Reject Expense Report, Advance, Digital Payment or Non-PO Payment
Select Approve on the notification to approve the transaction
If a better explanation is needed from the preparer, or if a receipt or document is missing, send a request directly to the preparer before deciding to approve or reject.
- Scroll to the bottom of the notification
- Enter a Note to the preparer that describes exactly what information or attachment is needed
- Refer to the expense lines in question by expense type and line number
- Be as specific as possible about the information or attachment needed
- Select Request More Info
- The preparer will then receive a notification containing the request for more information to which they can reply directly.
- If the transaction must be rejected, scroll to the bottom of the notification
- Select one or more Rejection reason(s)
- Enter Notes to further explain the reason for the rejection and what must be done for approvalIn Notes, refer to expense lines using the Expense Source (Travel Card, Cash, Per Diem or Mileage) and the line number.
- Select the Reject buttonSelect Other as the rejection reason if no other listed reason applies. Be sure to explain in Notes.
- If rejected, the preparer of the transaction will receive a notification, including the rejecting approver's note. The preparer can then address the reason for rejection and resubmit the transaction for approval.
- If approved, the transaction is routed to the next approver on the approver routing list
- After approval, the transaction will be paid
- Retain hard copy receipts until the receipts have been verified as uploaded successfully and until confirmed payment processing is complete. Refer to Administrative Guide Policy 3.1.5: Retention of Financial Records.