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How To:  Review and Approve Reimbursement / Expense Reports in SU Workflow

Before You Start

  • Approvers without access to iOU may only approve in the Worklist. See iOU Access.
  • No one can approve his or her own expense reimbursement, or the expense reimbursement of an individual to whom he or she reports directly or indirectly.
  • All transactions done in iOU must be reviewed and approved by authorized personnel for each PTA charged.

You may also review / edit and approve reimbursement / expense reports in iOU.

Expand All Steps  |  Collapse All Steps

  Step 1 – Log in to SU Workflow Notifications

  Step 2 – Review Transaction

arrow  Step 3 – Approve, Hold or Reject Reimbursement / Expense Report

Approve

Hold

Reject

 

What's Next?

  • The transaction is routed to the next approver on the approver routing list.
  • After approval, the department's charge account is debited and the Travel and Reimbursements department reimburses the payee.

 

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