Approving or Rejecting Travel Requests by Finance
Depending on your role, you can take action on a travel request 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 travel request that has been approved or rejected by the RO. It is then directed to the Finance Department for action.
After the RO and REV approve a travel request, the Finance Department has to take action.
To approve or reject a travel request:
Perform any of the following steps:
On the HR (Finance) menu, under Travel And Expense, click Approve / Reject Request.
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 travel request details, select the check box corresponding to the request and click View.
In the Approver’s Remarks text box, enter any remarks.
Click Close.
The request is saved with your remarks.
To update the expense details pages with the request, identify the travel request with the reference id, select the corresponding check box.
Note: If you have not selected the check box after adding the travel request by finance, the request will not be visible on the Expense Details pages.
To view details of travel expenses requested, on the left navigation pane, click Travel Expense Details, select the expense record and then click View.
To view details of accommodation expenses requested, on the left navigation pane, click Accommodation Expense Details, select the expense record and then click View.
To view details of sundry expenses requested, on the left navigation pane, click Sundry Expense Details, select the expense record and then click View.
To view advance amount requested and enter approved advance amount, on the left navigation pane, click Advance Amount Details, select the check box corresponding to the advance amount request and then click Edit.
The Edit Advance Amount Details window appears.
In the Approved Advance Amount text box, enter the advance amount you are approving for this travel request.
Do any of the following:
To save the details, click Save and Close.
To continue editing another advance amount, click Save and Continue.
Note: To exit without saving, click Cancel.
To approve or reject the travel request, on the left navigation pane, click Approve / Reject Request, select the check box corresponding to the travel request and click Take Action.
The Approve / Reject Request Details window appears.
In the Approver’s Remark text box, enter your remarks.
Do any of the following:
To approve the travel request, click Approve.
The travel request is approved and the status is updated to Closed.
To reject the travel request, click Reject.
The travel request is rejected.
Click to know more:
Viewing Audit Trail and Approval Status
Generating Travel and Expense Reports