Navigation: Travel and Expenses > Approve Transactions > Approve Expense Transactions

1. On the Approve Expense Transactions page, select the Travel Authorizations tab to review and approve multiple Travel Authorizations.  
2. The Travel Authorizations tab will display. Select the Description link or Transaction ID link to navigate to the Travel Authorization Summary page.   The Travel Authorization Summary page will display.  

3. On the Travel Authorization Summary page, select the Expense Type link to access the Expense Detail page to view information about each expense line. The Expense Detail page will display.

4. The Approve Travel Authorization - Authorization Detail page displays, review the expense details for the selected line.
5. Optional to select the Check Expense for Errors button.
6. Optional to select the Accounting Detail link to view the ChartString or Accounting Distribution.
7. Select the Return to Travel Authorization Details link to go back to main page.

8. If you are ready to make an approval action for the Travel Authorization, select the desired approval action button at the bottom of the screen:
   • Approve - select to approve the Travel Authorization. Note: Comments are optional.
   • Send Back - to return Travel Authorization back to the end user. Comments are recommended, such as 'Please add travel backup documents and resubmit'.
9. The Save Confirmation pagelet will display.
10. Select the Return to Travel Authorization Summary link to return to the summary page.

11. The Save Confirmation window displays. Select the OK button to confirm the Travel Authorization has been successfully approved.

Navigation: Approvals tile.

1. The (fluid) Pending Approvals page displays.
2. From the Menu Bar on the left side of the page, select Travel Authorization and the Travel Authorization Pending Approvals page displays.
3. Select the Travel Authorization from the list that you want to make an approval action on and the Travel Authorization Header Approval page displays.

4. Review each Expense Line by selecting the respective line to review the Approval Line details.
5. The Approval Line Detail page displays. Review the Line Details for accuracy.
6. Select the View Accounting link to review the Accounting Line Details.

7. The Accounting page displays with Accounting Details. Review the Line Details for accuracy. Select the X button in the top right hand side of the pop-up window to return to the Approval Line Detail page.
8. Select the Return to Header link to return to the Travel Authorization Header Approval page.
9. The Travel Authorization Header Approval page displays.
10. Repeat steps 4 through 8 until you have reviewed all of the Expense Lines.
11. To make an approval action on the Travel Authorization Header Approval page, select the appropriate lines within the Lines section.
    • Note: You may select the Pending or All tabs within the Lines section to see only pending lines or all lines.
    • Note: You may select the 'Select All" icon which is located above the Select column within the Lines section.
12. Select the approval action button on the top right of the page.
    • Available Approver Actions (Approval Actions are BU and Approval Step Specific):
      • Approve: moves the TA forward in the Approval Process
      • Deny: rejects the TA and the end user must start over with a new TA. There is no coming back from the Deny action.
      • Sendback: sends TA back to the end user to make changes/add attachments so they can Resubmit for approval.

13. If you selected Approve, depending on your BU’s approval settings and the specific approval step, you may need to run the budget check process.
    1. If The Budget Check process has already been run and the Budget checking header status is ‘Valid', you can select 'X' in the top right corner to close out of the window to finalize your approval.
       1. The Approve Window will display, it's optional to enter a comment in the Approver Comments field. Select Submit to finalize the approval.
    2. If the Budget check status is Not Budget Checked, then select Run Budget Check button. The Budget check process will run and come back Valid or Error. If it's Valid, select 'X' to close the pop up window to complete the approval, then 'X' again to close the budget check window, then Enter an optional Comment in the Approver comments window.
       1. If the Budget Check process failed, then select 'X' to close out of the window, and select the Sendback button on the top right of the page, to send the Travel Authorization back to the traveler to fix. Add reason(s) in the approver comments box then select the Submit button.

14. Process complete.