Submitting Expenses
When you are ready to submit your expenses, either:
- Submit multiple - Select the expenses you want to submit, and then select Submit Selected/All.
- Submit all - Select Submit Selected/All, without making any selections.
Submit Selected is not available for Credit Card Expenses.
You are prompted to confirm your submission.
Approver List
If your expenses are subject to Expense Approval, you are prompted to select the appropriate approver from the Approver List.
(Undefined variable: Document Variable Set.ProductName) supports a multi-approval expense status framework, administered in Star PDM, which is both configurable to the needs of your organisation and subject to user privileges. Functionality in your instance of the application may therefore differ in some respects from that described below. For details, see
If multiple expenses are submitted, then the Approver List will include only those Approvers with the permissions required to approve every submitted item.
Select the line representing the relevant Approver, and select Select.
On Submission
The successful submission of an expense is indicated by Yes in the Submitted column (updated from the default No), while the Approval Status column reads Submitted Records pending approval.
When submitted expenses are approved, the Approval Status column reads Approved.
When submitted expenses are rejected, the Approval Status column reads Draft, and the Reason Rejected column is populated with the pre-defined reason for rejection selected by the Approver.
Validation
If any expense fails validation it fails submission. The failed submission of an expense is indicated by red text colour on the expense row (note that red might also indicate Draft status), while the Approval Status column reads Errors.
Although expenses cannot be submitted individually, they are validated individually, and they pass or fail validation individually.