Reviewing an Expense Report Before Paying

As a payer, you can review a report and either add it to a batch or deny the entire report. Follow these steps:

1. Click the Pay Reports tab and choose Payment Requested Reports (if not already selected).
2. Click the name of an expense report to open it. The expense report appears with the Transactions, Details, and History tabs.
3. Click the Add to batch or Deny Entire Report buttons at the top of the report.
   • After clicking Add to batch, a confirmation appears at the top of the Expense screen.
   • After clicking Deny Entire Report, the Deny Report dialog appears. Enter the reason you are denying the report, and then click the Deny button in the dialog.

You can then click the Previous or Next button to move directly to the previous or next expense report without having to view the list of reports.

The submitter receives an email about the report (whether it was approved or denied), and you receive confirmation at the top of the Expense screen.

While you can deny an entire report, you may want to review the details of the line items, and you may want to deny specific line items of a report. Follow these steps:

1. Click the Pay Reports tab and choose Payment Requested Reports (if not already selected).
2. Click the name of an expense report to open it. The expense report appears with the Transactions, Details, and History tabs.
3. Click the Transactions tab within the expense report (if not already selected). This tab shows all of the line items in the report.
4. Click a line item to open a detailed view of the line item. You can see all of the pertinent information, and click the Receipt link to see the receipt. The receipt appears in another tab in your browser.
5. Deny the line item by clicking the Deny this item button, or close the line item detailed view by clicking Close.
   • After clicking Deny this item, the Deny Item dialog appears. Enter a reason why you are denying the line item, and click Deny Item.
   • After denying a line item, the report is updated with new totals, and the denied line item appears crossed out in the expense report.
   • You can still add the report to a batch after denying one or more line items, but the denied line items are not included in the report added to the batch. The submitter receives an email that the line item has been denied, and the new line item appears in the submitter's My Reports tab as a new report with a status of denied.

Tip: You can make adjustments to a report before adding it to a batch: See Adjusting an Expense Report. You can also review the cost allocation in a report: See Reviewing Cost Allocation in an Expense Report.