My name is Douglas Saunders (Financial Systems Support Specialist). As part of my job, I answer questions about approvals in the Travel and Expense system. I often receive questions about approving claims in the Travel and Expense system.
Have you ever actioned (e.g. approved or refused) a claim, only to receive an email reminder that you still have to action the very same claim? If yes, then this is the tip for you …
To action a claim, follow the following steps …
- From the email you receive, click on the ‘Travel and Expense System’ hyperlink to review the detailed travel claim.
- Enter comments if you are returning the claim to the claimant or delegate for correction or if you are denying the claim.
- To action the claim, click on the ‘complete’ button after you have
- completed your review,
- selected an ‘approval status option’, and
- added comments if applicable.
- In general, do not click the ‘save and close button’. All it does is save any data that you have entered. It does not complete the step. Or in other words, the claim will not move to the next processing step.
Why is this important?
- Approvers want to know how to see the full claim (#1 above)
- Approvers often think they’ve actioned the claim, but have just saved it and so keep getting reminders (#3 and #4)
Note about double clicking:
If you double click on the ‘complete’ button (#3 above) the system will action and then try to action again based on the 2nd click. At which point an error (Stating the work item can no longer be reserved) may be generated but the claim was already actioned and no further action is needed from you.
This process is outlined in the following video …