As an Expense approver, you can approve or deny an expense report report on your mobile device that has been assigned to you for approval. You can view expense report details, and deny a specific line item if necessary, before approving a report. You are notified by email when an expense report has been submitted for your approval, and the expense reports you need to approve appear on your mobile device as well as in the desktop version of Expense.

Viewing Reports to Approve

To view the reports to approve, follow these steps:

1. Tap Approvals on the main menu. A list of expense reports appears.
2. Tap an expense report to view it. The expense report details appear, with all itemized line items grouped together into one transaction line item (such as "Lunch" in the figure below):
   
   
   
   
3. (Optional) Tap a transaction line item to show all fields, including custom fields, attendees, and cost allocations:
   
   
   
   

Denying a Single Transaction Line Item

After tapping a transaction line item to show all fields (as shown in the figure above), click Deny item at the bottom of the screen to deny just the transaction without denying the entire report. A new screen appears with a required field for you to add a mandatory note. You must enter a note as the reason for the denial. If you don't add a note, a warning appears and the field is highlighted in red. After entering the note, click Deny to deny the report.

After denying a single line item, the expense report shows the denied item with strikethrough characters to indicate it has been denied. The rest of the expense report can still be approved after denying a single item — the report is split into a denied report with the single line item, and the approved report with the other line items.

Note: Allocation approvers see the items they oversee. They can deny all or some of the line items involved with that allocation. Manager approvers can see all items in the expense report, and can deny all or some of the line items.

Approving or Denying the Report

Tap Approve or Deny at the bottom of the report screen to approve or deny the report. 

After tapping Approve, a new screen appears with an optional field for adding a note:

You can optionally enter a note first, then tap Approve to finish approving the report. Notes are added to the expense report history.

After tapping Deny to deny a report, a new screen appears (similar to the one above) with a required field for the approver to add a mandatory note. You must enter a note as the reason for the denial. If you don't add a note, a warning appears and the field is highlighted in red. After entering the note, click Deny to deny the report.