Manage Statements Statement Approval Queue (If the cycle is ready for review) Notify Program...
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Transcript of Manage Statements Statement Approval Queue (If the cycle is ready for review) Notify Program...
![Page 1: Manage Statements Statement Approval Queue (If the cycle is ready for review) Notify Program Administrator if a Secondary Approver is needed 2.](https://reader036.fdocuments.net/reader036/viewer/2022083009/5697bf981a28abf838c911f0/html5/thumbnails/1.jpg)
![Page 2: Manage Statements Statement Approval Queue (If the cycle is ready for review) Notify Program Administrator if a Secondary Approver is needed 2.](https://reader036.fdocuments.net/reader036/viewer/2022083009/5697bf981a28abf838c911f0/html5/thumbnails/2.jpg)
Manage Statements Statement Approval Queue (If the cycle is ready for review)
Notify Program Administrator if a Secondary Approver is needed
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![Page 3: Manage Statements Statement Approval Queue (If the cycle is ready for review) Notify Program Administrator if a Secondary Approver is needed 2.](https://reader036.fdocuments.net/reader036/viewer/2022083009/5697bf981a28abf838c911f0/html5/thumbnails/3.jpg)
Manage Statements Cycle-to-Date Transactions
Approvers can view activity for any cardholder that rolls up to them for approval
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![Page 4: Manage Statements Statement Approval Queue (If the cycle is ready for review) Notify Program Administrator if a Secondary Approver is needed 2.](https://reader036.fdocuments.net/reader036/viewer/2022083009/5697bf981a28abf838c911f0/html5/thumbnails/4.jpg)
View transaction details
Make changes if necessary
View Reclassifications
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![Page 5: Manage Statements Statement Approval Queue (If the cycle is ready for review) Notify Program Administrator if a Secondary Approver is needed 2.](https://reader036.fdocuments.net/reader036/viewer/2022083009/5697bf981a28abf838c911f0/html5/thumbnails/5.jpg)
Click to view and approve OOP Expenses
Approve OOP Expenses
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Approve OOP Expenses
Approve the OOP expenses independent of the transactions to ensure the cardholders get reimbursed
If an approver fails to approve out-of-pocket expenses before the approver deadline, the expenses will not be paid out and will re-appear on the cardholder statement next month
![Page 7: Manage Statements Statement Approval Queue (If the cycle is ready for review) Notify Program Administrator if a Secondary Approver is needed 2.](https://reader036.fdocuments.net/reader036/viewer/2022083009/5697bf981a28abf838c911f0/html5/thumbnails/7.jpg)
Statement Approval
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Review transaction detail, descriptions, receipts, and make sure all are in compliance with company policy for both charges and OOP
Approve the card expenses by clicking “Approve Statement”