Overseas Travelling Expenses Form Approval

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Overseas Travelling Expenses Form Approval

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The overeas travelling expenses form approval page allows authorised users to handle the administration of overseas travelling expenses forms that they are set as approvers. It can be accessed from the top menu by selecting Financials and clicking on Overseas Travelling Expenses Form Approval.

 

In order to view the forms of an employee, the user can use the search facility on the left-hand side of the page to search and select an employee. Clicking on the All Employees button will bring up all employees that report to you, while clicking on the Pending, Submitted, Approved, Rejected, Unsubmitted button will bring up employees with pending, submitted, approved, rejected, unsubmitted forms respectively. Alternatively you can use the textbox and search_search button to search for a specific employee.

 

The user can then view the employee's forms using the Pending, Submitted, Approved, Rejected or Unsubmitted tabs.

 

Overseas Travelling Expenses Approval page

Overseas Travelling Expenses Approval page

 

 

To perform an action in each tab, first select an overseas travelling expenses form by clicking on it and then select an action (e.g. Approve). The following actions are available in each tab:

 

Pending tab:

 

View:

Opens the selected form in read-only mode.

Print:

Opens the print report for the selected form.

Approve:

Approves the selected form.

Reject:

Rejects the selected form.

Unsubmit:

Unsubmits the selected form to allow the employee to make changes to it.

Add Approver:

Adds an approver in the current step. The approver will be informed via email. Please note that the extra approvers will be cleared, if the form is unsubmitted at any stage of the workflow approval process.

 

Submitted tab:

 

View:

Opens the selected form in read-only mode.

Reject:

Rejects the selected form.

Print:

Opens the print report for the selected form.

Unsubmit:

Unsubmits the selected leave application to allow the employee to make changes to it.

 

Approved tab:

 

View:

Opens the selected form in read-only mode.

Reject:

Rejects the selected form.

Print:

Opens the print report for the selected form.

Unsubmit:

Unsubmits the selected leave application to allow the employee to make changes to it.

 

Rejected tab:

 

View:

Opens the selected form in read-only mode.

Print:

Opens the print report for the selected form.

Unsubmit:

Unsubmits the selected form to allow the employee to make changes to it.

 

Unsubmitted tab:

 

Submit:

Submits the selected form.

Edit:

Allows the user to make changes to the selected form.