Approve a Reimbursement Bill

You can approve a reimbursement bill in your approval queue with or without adjustments.

Adjustments may only be used to decrease the amount of the reimbursement bill — not to increase it.

Approve a reimbursement request

1. Select Approval Queue under Payables from the Purchasing & AP menu, and the My Signature Queue window opens displaying the reimbursement bills pending review.

2. Click the icon for the reimbursement bill you want to review, and the Review window opens.

• If while reviewing, you decide you need to make adjustments to the reimbursement bill, continue with step 3. Note: Adjustments may only be used to decrease the amount of the reimbursement bill.

• If you want to approve the reimbursement bill without adjustments, skip to step 9.

3. Click on the Adjustments tab, and that window opens.

4. Click Add Adjustment, and the adjustment fields become visible.

5. Enter a Description of the adjustment.

6. Enter the Amount of the adjustment as a positive number. Remember: This amount will be subtracted from the total.

7. Click Save, and you're returned to the Adjustments tab with the adjustment displayed.

8. Click on the Reimbursement tab, and the adjustment is displayed.

9. Confirm that the Signature Status is set to Approve.

10. Enter Comments. Note: Comments are not required unless you've made changes to the reimbursement bill.

11. Click Sign Document.

Return to Approval Queue Overview

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