Approving documents
When a document is approved, it changes status to Released. With this status, the document can be posted so the user can be reimbursed for the related claim(s).
Use the appropriate options in the Approve and Request Approval sections for your document approval process.
The Approve section includes the following options: Approve, Force Approval, Reject, Forward, and On Hold. The Request Approval section includes: Approve, Request Approval, Send Approval Request, and Cancel Approval Request, together with a link to the Approvals page.
To approve a document:
- Search
for Expense Management Approval Entries, then choose the related link. - Select the relevant document to be approved.
- On the action bar, select Approve.
Considerations
An approved document cannot be updated unless by an admin. The admin must have Can Edit Approved Documents enabled for them, see Approver Setup for Expense Management.
Otherwise, the document must be reopened and re-sent for approval. For more information about reopening different types of documents, see: