This job aid covers the manager's review and approval process for expenses. Workday allows managers to review and approve team expense reports from one location, increasing efficiency and streamlining the process.

On this job aid: 

View Your Team's Expense Reports

Review and Approve an Expense Report

Review and Manage Spend Authorizations

Anchor
team_report team_report

View Your Team's Expense Reports

From the Spend Management application (desktop only):
Image Added

1. Click My Team's Expense Reports.
   Image Added
   
   
2. Enter report criteria to filter results.
   Image Added
   
   
3. Click OK.
   
   
4. Note:  You can save common expense report search parameters under filters.  Just enter a name and click save. 
   
   Image Added
5. Your filters will be available under Saved Filters.
   
   Image Added
6. Click a report's Related Actions to display available actions or to preview the report.
7. Click the Expense Report link to view full report details.
   
   Image Modified

Anchor
expense_report expense_report

Review and

...

Approve an Expense Report

From your Workday Inbox:

1. Click the expense report. This will display drillable charts and analysis to help identify the types of expenses included in the report. You can also click the chart Image Removed icon to view these reports.

...

Image Added

1. Under Actions, click the expense report.
   
   Image Added
   
   
2. Scroll or expand the view of the expense report to display full report details.
   Image Added
   
   
3. Complete the review and select one of the following actions:
   Image Added
   1. Approve
   2. Send Back (requires comment)
   3. Add Approvers
   4. More
      1. Deny
      2. Closeh1.

Anchor
spend_authorization spend_authorization

Review and Manage Spend Authorizations

From the Home page:

1. Click your Inbox icon.
2. Click the Spend Authorization approval task.
   
   Image Added
3. Review the spend authorization details.
4. Select Approve, Send Back, Deny, or Cancel.

Anchor
procurement procurement

Review and Manage Requisitions (Procurement Requests) 

From the Home page:

1. Click your Inbox icon
2. Click the Requisition approval task.
   Image Added
   
   
3. Review the procurement request details.
   
   Image Added
   
   
4. Select Approve, Send Back, or Add Approvers. You can also select Deny or Cancel from the More button.
   

...

1. Image Added