Approving Expenses
This job aid contains instructions related to approving expense receipts and expense claims in MYOB Acumatica.
Approving an Individual Expense Receipt
- Open the Expense Receipts (EP301010) form.
To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New. - In the Selection area, clear the Employee box to view the full list of expense receipts that the system allows you to access.
- On the Pending Approval filter tab, click the link in the Description column for the expense receipt you want to approve. The expense receipt opens on the Expense Receipt (EP301020) form.
- Click Approve on the form toolbar if you accept the expense receipt.
Approving Multiple Expense Receipts
- Open the Approvals (EP503010) form.
- Do one of the following:
- If you want to approve expense receipts assigned to you, select the My Approvals filter tab.
- If you want to approve expense receipts assigned to you and to the members of your workgroup, select your Workgroup's Approvals filter tab.
- If you want to approve expense receipts assigned to you, to the members of your workgroup, and to the members of the workgroups at a lower level in the company tree than your workgroup, select the All-Records filter tab.
- Click the header of the Type column, and configure the filter to list only expense receipts on the tab.
- Do one of the following:
- To approve only certain expense receipts, in the unlabelled column, select the check boxes for the receipts that you want to approve, and then click Approve on the form toolbar.
- To approve all listed expense receipts, click Approve All on the form toolbar.
Approving an Individual Expense Claim
- Open the Expense Claims (EP301030) form.
To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New. - In the Selection area, clear the Employee box to view the full list of expense claims that you can access.
- On the Pending Approval tab, click the link in the Reference Nbr. column for the expense claim you want to approve. The expense claim opens on the Expense Claim form.
- Click Approve on the form toolbar if you accept the expense claim.
Approving Multiple Expense Claims
- Open the Approvals (EP503010) form.
- Do one of the following:
- If you want to approve expense claims assigned to you, select the My Approvals filter tab.
- If you want to approve expense claims assigned to you and to the members of your workgroup, select the My Workgroup's Approvals filter tab.
- If you want to approve expense claims assigned to you, to the members of your workgroup, and to the members of the workgroups at a lower level in the company tree than your workgroup, select the All-Records filter tab.
- Click the header of the Type column, and configure the filter to list only expense claims on the tab.
- Do one of the following:
- To approve only certain expense claims, in the unlabelled column, select the check boxes for the claims that you want to approve, and then click Approve on the form toolbar.
- To approve all listed expense claims, click Approve All on the form toolbar.