Applies to
Resource Management
Capabilities
Who can use this capability
Everyone with access to Resource Management has a personal page.
Submit expenses for approval
You can submit expenses at any time, though you may want to follow your organization's schedule (daily, weekly, biweekly, etc).
On your personal page, click Time & Expenses, and then click Expenses.
- Click Add an Expense and fill out the form. When you've added all your expenses, click Submit for Approval.
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Use the approvals tab
You can review approved, pending approval, and rejected time (and/or expenses) from the approval tab on your personal profile.
Review submitted expenses:
- On the Approvals tab, click My Time & Expenses.
Use filters on the left side bar to see time by:
- Time Frame: Use a preset or custom date range.
- Type: Switch between time and expenses (if your organization tracks both).
- Approval status: Show approved, rejected, or are pending approval status.
- Approver: Filter items on specific approvers.
Resubmit expenses
You can edit and resubmit an expense report at any time before it's approved.
- Edit the time entry you'd like to adjust and then click Re-Submit for Approval.
