Approving Partner Expenses

Use the Expense Approval form to approve material, labor, and miscellaneous transactions entered by a partner. Partner transactions must be approved prior to reimbursement or reconciliation.

To approve an expense:

1. Specify this information on the form:

   Bill Manager

   Select the partner identification of the person responsible for verifying that the SRO is properly invoiced.

   Partner

   Select the partner associated to the SRO.

   SRO

   Select the SRO associated to the expense.

   Line

   Select the SRO line associated to the expense.

   Operation

   Select the SRO operation associated to the expense.

   Reimbursement Status

   Select the status of the transaction:

   • Approved: Transactions that have been entered and approved for reimbursement.
   • Open: Pending transactions that have not been approved.
   • Complete: Transactions that have been approved and paid.
2. These values are displayed:
   • Material: The running total of material expenses for the selected lines with a reimbursement status of approved or open.
   • Labor: The running total of labor expenses for the selected lines with a reimbursement status of approved or open.
   • Miscellaneous: The running total of miscellaneous expenses for the selected lines with a reimbursement status of approved or open.
   • Total: The running total of labor, material, and miscellaneous expenses for the selected lines with a reimbursement status of approved or open.
3. Click Refresh to populate the grids with the applicable transactions.
4. Select individual transactions in each grid or click Select All to select all the transactions for approval.
5. Click Approve to process the approval.

Buttons

Use these buttons on the form:

• Click Refresh to display the lines that correspond to the Reimbursement Status field.
• Click Select All to mark all records for processing.
• Click Deselect All to remove all records for processing.
• Click Approve to approve the selected records.
• Click Undo Approval to undo the approval of the selected records.

Related Topics

Reimbursing Partner Expenses