This section is where managers / authorisers / approvers go to view details of staff expenses they have access to.
If the section showing outstanding claims is empty then this indicates there are no further claims outstanding to be authorised / approved.
When you click on Management Expenses this automatically applies the “Filters” to display claims that are outstanding. See below for more information on the filters.
The information displayed may differ depending on how your organisation is set up for authorisation and how many staff you are responsible for. You may need to click on the headers to see a list of the names of staff under a specific organisation / authorisation group.
Once you can see the employees name you will be provided with details of how many claims have been submitted for authorisation. Click on the employees name to see the detail. If you prefer to check the historical claims for the employee first then click on the icon at the end of the line.
Find Organisation / Find Assignment
On the top right hand side of the expenses screen you have the option to try to locate employees (Assignment) and organisations (or authorisation groups) that may not be displayed because there are no outstanding claims that need to be authorised. This same process can be done using the filters but this is the best way rather than changing filters.
The available filters in this screen cover
Important – Be careful changing the filters otherwise you may not be able to see claims that still require your authorisation.
Last Updated 1st February 2017