Submitting Expense Reports for Approval

Purpose:  Use this document as a reference for submitting an expense report (ER) for approval in ctcLink.

Audience:  All staff.

PREREQUISITES: Must have created an expense report that has been successfully saved with no errors. You must be authorized to submit travel documents for specified traveler, even if you are the traveler.

Submitting Expense Reports for Approval

Navigation:   FSCM Employee Self-Service > Travel and Expenses > Expense Reports > Create/Modify

  1. The Expense Report search page displays. Select the Find an Existing Value tab.
  2. Enter Search Criteria to identify your expense report or leave blank to pull all available pending Expense Reports.
  3. Select Search.
  4. The Modify Expense Report page displays.
  5. Select the Summary and Submit button, located on the upper right side of screen.
select summary and submit

For information on expense report errors and steps to resolve them, please refer to QRG Correcting Expense Report Errors for Travelers.

  1. The updated Modify Expense Report summary page displays. Expenses displays a page with summary amount information for the expense report and allows an authorized user to certify the information entered in the expense report and submit it for approval. Select the certification checkbox.
  2. The Submit Expense Report button becomes available.  
  3. The Expense Report Submit Confirm window displays. Select OK.
  4. The Expense Report Submit Confirm window disappears.
Select box and submit Expense report for approval

The updated View Expense Report page displays with a message "Your expense report 0000000XXXXX has been submitted for approval." Note the Report ID number has been created and the status is now "Submission in Process". Select the Refresh Approval Status button to view/track the progress.

select refresh approval status to see updates

Video Tutorial

The video below demonstrates the process actions described in steps listed above.  There is no audio included with this video.  Select the play button to start the video.

Video Tutorial via Panopto

View the link to Submitting Expense Reports for Approval.  This link will open in a new tab/window.

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