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Approving Expenses

This job aid contains instructions related to approving expense receipts and expense claims in MYOB Acumatica.

Approving an Individual Expense Receipt

  1. 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.
  2. In the Selection area, clear the Employee box to view the full list of expense receipts that the system allows you to access.
  3. 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.
  4. Click Approve on the form toolbar if you accept the expense receipt.

 

Approving Multiple Expense Receipts

  1. Open the Approvals (EP503010) form.
  2. Do one of the following:
    1. If you want to approve expense receipts assigned to you, select the My Approvals filter tab.
    2. If you want to approve expense receipts assigned to you and to the members of your workgroup, select your Workgroup's Approvals filter tab.
    3. 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.
  3. Click the header of the Type column, and configure the filter to list only expense receipts on the tab.
  4. Do one of the following:
    1. 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.
    2. To approve all listed expense receipts, click Approve All on the form toolbar.

 

Approving an Individual Expense Claim

  1. 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.
  2. In the Selection area, clear the Employee box to view the full list of expense claims that you can access.
  3. 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.
  4. Click Approve on the form toolbar if you accept the expense claim.

 

Approving Multiple Expense Claims

  1. Open the Approvals (EP503010) form.
  2. Do one of the following:
    1. If you want to approve expense claims assigned to you, select the My Approvals filter tab.
    2. 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.
    3. 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.
  3. Click the header of the Type column, and configure the filter to list only expense claims on the tab.
  4. Do one of the following:
    1. 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.
    2. To approve all listed expense claims, click Approve All on the form toolbar.