Once you've approved an employee reimbursement, the next approver will be notified by email. Or if you're the final approver, the employee will be notified.
After the final approver has approved the reimbursement, an invoice is automatically generated and displayed in the Vendor Invoice window as a New invoice with the Employee type.
As an approver, you may want to view the reimbursements before you approve them. If so, you'll use the Edit window, and you can approve them from that window.
If you have a group of reimbursements you know you want to approve, you can approve them singly, or as a group, from the My Reimbursement Approvals grid.
Select My Reimbursement Approvals from the My AptaFund menu, and that window opens.
Check the box(es) for the reimbursement(s) you want to approve, and click Approve. You're asked to confirm the action.
Click Yes. The Result window opens when the process is complete.
Click Close when you're done reviewing the results. If the approvals were successful, the reimbursements will no longer be displayed in the My Reimbursement Approvals grid.
Select My Reimbursement Approvals from the My AptaFund menu, and that window opens.
Check the box for the reimbursement you want to review, and click Edit. The Edit Employee Reimbursement window opens.
Make any needed edits, and save them.
If you want to approve the reimbursement after reviewing it, click Approve. The Approve popup opens.
Enter a Comment, if desired, and click OK.
Click Close when you're notified that the reimbursement was approved.
Return to My Reimbursement Approvals Window Overview
Version
4.1 © 2022 - Harris School Solutions - All rights reserved