Monthly Travel Expense Approval Process
- Gary Godine
- Justin Hetrick
- Trevor Fultz
- Troy Livermore
This article is for Budget Secretaries and Budget Heads on how to process monthly travel requests
As an approver you can process the requests in two different places and choice is yours
From eFinancePlus
When requests for approvals occur, you will see them on your dashboard as a pop up on right Called Expenses
Click on it to go to expenses or this is direct link https://efp224.efinanceplus.powerschool.com/Dashboard22.4/WorkflowApprovals/Expense
From Employee Access Center
Click WorkFlow Approvals
After you have chosen your preferred method process below will be same for both locations
When your expenses window opens, you will see expenses you need to approve
Start the Process
Click on the Blue expense number ie. EX000020 and you will see summary
For Budget Secretaries only click on blue Expense Date first
You need to enter Budget Unit and Account
Click Submit
Budget Head you should click on date also to verify correct entries
Both levels should now click on the paperclip under attachments
Then click on the document to open in viewer
Verify that total miles match the number in Units
Verify travel miles for trips are valid
Verify trips are valid
After Secretary has entered required values and verified documentation for mileage total
Click the three horizontal dots in upper right
If ready to approve click Approve then Approve and Submit on next dialog box
If wish to deny and stop process click Deny
Enter a reason and then Deny and Submit
If anything is not correct and need the employee to make corrections before approval click Needs Correction
Enter what needs corrected and then Needs Correction and Submit
The approval workflow will be reset and sent back to employee to fix and then go through approvals again
Once Secretary has approved, the budget head will then need to approve
Budget Head should follow same process above to verify
Once Budget Head approves the request will post to Accounts payable for processing