Use the
Expense Approval form to approve material, labor,
and miscellaneous transactions entered by a partner. Partner transactions must
be approved prior to reimbursement or reconciliation.
To approve an expense:
-
Specify this information on the form:
- Bill Manager
- Select the partner identification of the person responsible
for verifying that the SRO is properly invoiced.
- Partner
- Select the partner associated to the SRO.
- SRO
- Select the SRO associated to the expense.
- Line
- Select the SRO line associated to the expense.
- Operation
- Select the SRO operation associated to the expense.
- Reimbursement Status
- Select the status of the transaction:
-
Approved: Transactions that have
been entered and approved for reimbursement.
-
Open: Pending transactions that have
not been approved.
-
Complete: Transactions that have
been approved and paid.
-
These values are displayed:
-
Material: The running total of material
expenses for the selected lines with a reimbursement status of approved or
open.
-
Labor: The running total of labor expenses
for the selected lines with a reimbursement status of approved or open.
-
Miscellaneous: The running total of
miscellaneous expenses for the selected lines with a reimbursement status of
approved or open.
-
Total: The running total of labor,
material, and miscellaneous expenses for the selected lines with a
reimbursement status of approved or open.
-
Click
Refresh to populate the
grids with the applicable transactions.
-
Select individual transactions in each grid or click
Select All to select all
the transactions for approval.
-
Click
Approve to process the
approval.
Use these buttons on the form:
- Click
Refresh to display the
lines that correspond to the
Reimbursement Status
field.
- Click
Select All to mark all
records for processing.
- Click
Deselect All to remove
all records for processing.
- Click
Approve to approve the
selected records.
- Click
Undo Approval to undo the
approval of the selected records.