Approving or Rejecting Claims of Team Members
Depending on your role, you can view details of travel claims and corresponding proofs and then take action on a claim as below:
If you are the RO, you can approve or reject the travel request. It is then directed to the REV.
If you are the REV, you can approve or reject the claim that has been approved or rejected by the RO.
To approve or reject a claim:
Perform any of the following steps:
On the My Team menu, under Travel And Expense, click Approve / Reject Claim.
On the My World menu, click Action Items, click Pending Travel Expense Requests and then click Take Action.
The Approve / Reject Request page opens.
To view the claim details, select the check box corresponding to the claim and click View.
In the Approver’s Remarks text box, enter any remarks.
Click Close.
The claim is saved with your remarks.
To update the expense details pages with the claim details, identify the claim with the reference id, select the corresponding check box.
Note: If you have not selected the check box after adding the claims of team members, the claim will not be visible on the Expense Details pages.
To view details of travel expenses, on the left navigation pane, click Travel Expense Details, click View.
To view details of accommodation expenses requested, on the left navigation pane, click Accommodation Expense Details, click View.
To view details of other expenses requested, on the left navigation pane, click Sundry Expense Details, click View.
To view claim amount details, on the left navigation pane, click Claim Amount Details and view the details.
Note: To exit without saving, click Cancel.
To approve or reject the travel request, on the left navigation pane, click Approve/Reject Claim, select the check box corresponding to the travel request and click Take Action.
The Approve/Reject Claim window appears
In the Approver's Remark text box, enter your remarks.
Do any of the following:
To approve the claim, click Approve.
To reject the claim, click Reject.
If you are the RO, the claim is directed to the REV for action and the Current Status for the claim is updated.
If you are the REV, the claim is directed to the Finance for action and the Current Status of the claim is updated.
Note: To exit without saving, click Cancel.
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