Reviewing and Denying Line Items in an Expense Report

As an approver, you can approve or deny an entire report, but you may want to review the details of the line items before approving, and you may want to deny specific line items of a report. Follow these steps:

1. Click the Staff Reports tab and choose Reports Pending Your Approval (if not already selected).
2. Click the name of an expense report to open it (if not already open).
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 approve the report after denying one or more line items, but the denied line items are not included. 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.