Approving Partner Expenses

  1. Open the Expense Approval form.
  2. Specify this information:
    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.
    Reimbursement Due
    Use the Less Than and Greater Than fields to filter the transactions over and under certain amounts. Specify the amounts in each field.
  3. Click Refresh to populate the grids with the applicable transactions.

    If there is an attachment, such as a receipt, for an expense, then the Has Attachment check box is selected, and an image of the attachment is displayed.

  4. Select individual transactions in each grid or click Select All to select all the transactions for approval.
  5. Click Approve to process the approval.

These values are displayed on the form:

  • 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.

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.
  • Click Reject to reject the approval of the selected transactions andReimbursement Status to Rejected.
  • Click Undo Reject to reject the approval of the selected transactions and update the to undo the rejection of the selected transactions.
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