How To:  Review / Edit and Approve Reimbursement / Expense Reports in iOU

Before You Start

• Approvers with access to iOU may approve reimbursement requests in iOU or the Oracle Financials Worklist.
• To edit a transaction, you must have access to iOU.
• 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 and approve reimbursement / expense reports in SU Workflow.

Expand All Steps  |  Collapse All Steps

  Step 1 – Log in to iOU

  Step 2 – Review Reimbursement / Expense Report from Transactions to Approve Queue

  Step 3 – Edit Reimbursement / Expense Report

  Step 4 – Complete Approval

 

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.