Disapprove Employee Reimbursements

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.

If you disapprove an employee reimbursement, the employee will be notified and can then edit & re-submit the reimbursement.

Disapprove reimbursements from the grid

  1. Select My Reimbursement Approvals from the My AptaFund menu, and that window opens.

  2. Check the box(es) for the reimbursement(s) you want to disapprove, and click Disapprove. You're asked to confirm the action.

  3. Click Yes. The Result window opens when the process is complete.

  4. Click Close when you're done reviewing the results. If the disapprovals were successful, the reimbursements will no longer be displayed in the My Reimbursement Approvals grid.

Disapprove reimbursements from the Edit window

  1. Select My Reimbursement Approvals from the My AptaFund menu, and that window opens.

  2. Check the box for the reimbursement you want to review, and click Edit. The Edit Employee Reimbursement window opens.

  3. Make any needed edits, and save them.

  4. If you want to approve the reimbursement after reviewing it, click Approve. The Approve popup opens.

  5. Enter a Comment, if desired, and click OK. Note: The comment will be displayed on the Approval History tab.

  6. Click Close when you're notified that the reimbursement was approved.

 

Return to My Reimbursement Approvals Window Overview