Rejecting Reports or Single Expenses

Sometimes a report or individual expenses cannot be approved because they do not meet company requirements.

Common reasons include:

• Expenses are too old to be submitted.

• The report does not comply with your company’s expense policy.

• A specific expense cannot be reimbursed.

In these cases, the manager or final approver can reject the report or only reject the expense in question.

Rejecting a Report

1. Open the report from the Report Overview.

2. Click Reject.

What happens next depends on your role in the workflow:

• Manager

  • The report automatically returns to the employee.

  • You can leave a message explaining why the report was rejected.

• Final Approver

  • You can choose whether the report goes back to the manager or directly to the employee.

  • You can also leave a message with further explanation.

After a Report Is Rejected

• The report status changes back to Open.

• The employee can adjust the expenses and resubmit the report.

• The approval workflow then starts again.

Rejecting a Single Expense

If a report is mostly correct but includes one expense that cannot be reimbursed, you can reject just that expense while approving the rest of the report.

1. Open the report and locate the expense.

2. Click the X on the right side of the expense.

3. A pop-up window appears where you can state the reason for rejection.

   • This message helps the employee understand what went wrong.

What Happens Next

• The rejected expense will appear in red in the employee’s expense overview, including the reason for rejection.

• In the report history, an entry is logged showing that the expense was removed and why.

• The employee can either delete the expense or amend it and add it to a new report.