Approve a Travel Expense Report

When your employees have submitted an Expense Report, they will appear in the Awaiting Your Action section of the home page.

This guide reviews the cost center manager budget review and approval process for expenses. Workday allows cost center managers to review and approve expense reports from their My Tasks inbox, increasing efficiency and streamlining the process.

From the Workday Home page:

1. Select the My Tasks inbox icon, then select the Expense Report item. The approval page will display filter and view options to help identify the types of expenses included in the report.
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2. The inbox task will be labeled as Approve Expense Report. Scroll or expand the expense report by selecting the icon to display full report details in full screen mode.
3. Select the Expense Report EXP link to view full report detail including allocations and attached receipts.
4. If the report contains multiple expense allocations, approvers can select the filter icon to filter the approver view by Worktag.
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   • Select Add Filter to filter the report by Worktags if needed. In the Value field, add the Worktag(s) to filter the report.
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5. Review the transaction allocations and view the attached receipts. Review that the report expenses are within policy: Travel Policy 910 - Abilene Christian University. Please contact the Accounting office at accounting@acu.edu if the budget approver on file is incorrect in Workday.
6. Select one of the following actions in the Approve Expense Report task view:
   • Approve if the allocations are correct and all expenses are approved.
   • Send Back (requires approver comments)
7. Approvers can navigate to Find My Team’s Expense Reports to review the status of reports for department employees. Approved Items are available for review in the My Tasks > Archive folder.