REVIEWING AND APPROVING PAYMENT REQUESTS Reviewing and Approving a Payment Request with an...

transcript

REVIEWING AND APPROVING PAYMENT

REQUESTS

Reviewing and Approving a Payment Request with an

exception(problem)Reviewing and Returning to

Employee a Payment Request without an exception(problem)

Reviewing and Approving Payment Requests 1

REVIEWING PAYMENT REQUEST WITH EXCEPTIONS(Problems)

• Go to the My Concur homepage and click Invoice

• Click Approve Requests

2Reviewing and Approving Payment Requests

• ‘Requests Pending Your Approval’ will appear

• Click on the request you want to approve

• Approval can by one of two ways:– Opening the request itself to view the details of the report before

approving– Approving from the Approve Requests page without opening the

report

• To open a report to review completely:– Click in the box next to the payment request you want to approve– Click the Actions tab– Click Open Request

• You can also approve from this page by looking at the information in the following fields:

– Comments written by preparer (Last Comment)– Approval Status– Action Due Date, Invoice Date, Submit Date– Total– Has Allocations– Vendor Name

• Once you have confirmed the invoice is correct, click Approve

Submit for Approval

button

• Always check all fields in the Payment Request Invoice Details (Be sure to view the invoice under details)

• Always make sure the invoice has been allocated• Always check the expense type(natural account) to be

sure the item is coded correctly(this will not show as an exception)

• If you see the ‘Exceptions Found!’ button at the top of the header, be sure to click on this button to view details of the exception

• When you click the ‘Exceptions Found!’ button, a dialogue box appears with a description of the exception

• Close the dialogue box when you are finished reading the exception

• When finding an exception or any other issue with the Payment Request, you must send it back to the employee to correct

• Click the Send Back button

• Once you have clicked the Send Back button, a dialogue box will come up called ‘Send Back Request’

• Fill out the ‘Comment’ section with the reason(s) you are sending the payment request back for correction

• The payment will then go to the employee for correction and back through the approval process once the employee resubmits the corrected report

Enter the reason(s) why you are returning

for correction

REVIEWING PAYMENT REQUEST WITHOUT EXCEPTIONS (Problems)

• Click the Invoice tab on the My Concur homepage

• Click Approve Requests from the dropdown

• Click in the box next to the report you want to review and approve

• Click the Actions tab

• Click Open Request

• Always check all fields in the payment request invoice details (Be sure to view the invoice under details)

• Always make sure the invoice has been allocated

• Always check the expense type(natural account) to be sure the item is coded correctly(this will not show as an exception)

• Click Approve if the invoice meets all requirements

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