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Rejecting Expense Reports

  1. Navigate to Expenses > Approve Expenses

  2. View PENDING Expense Reports

  3. Click on the Expense Report you wish to review.

  4. Review the report details and Reject accordingly.

Reject Expense Reports will not be synced to NetSuite however, will show as DECLINED in the Expense Report list.

Expense Report Approval Notification

Once an Expense Report is Submitted expense report has been submitted for approval, the Approver approver will receive an email notification direct to their inbox. 

The Approver can use the Approve/Reject button from the email to go directly to MyPay. 

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Approving Expense Reports

  1. Navigate to Expenses > Approve Expenses
  2. View PENDING Expense Reports
  3. Click on the Expense Report you wish to review.
  4. Review the report details and Approve accordingly. 

Once an Expense Report is set to Approved status, it will be synced to NetSuite for Accounting approval and NetSuite payment processing.

a notification. There are several ways how MyPay notifies the Approver depending on notification settings:

  • via email
  • via the Bell icon in the header 
  • in Pending Approvals portlet on the Dashboard

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titleNetSuite Synchronisation

All Expense Report changes are automatically synced between MyPay and NetSuite. This means that Expense Reports can be approved in either NetSuite or MyPay. The only exception to this, is where an Expense Report is In Progress (in either NetSuite or MyPay) then it will NOT be synchronised between the two systems.

Approving/Rejecting Expense Reports via Dashboard

  1. Go to the Home Page (the Dashboard)
  2. In the Pending Approvals portlet are listed all the pending expense reports
  3. Click the 'Approve' button for instant approval
    or
    d. Click one of the pending items
    e. Click the 'See Report' button
    e. Review all expense items
    f. Click the     'Approve' or 'Reject' button

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Approving Expense Reports via List 

Expense Reports can also be approved in bulk from the List view. To do this:

  1. On the main menu, choose: Expense→ Approve Expenses
  2. Click the Expense Report and review all expenses
  3. Return to the list
  4. Tick the checkboxes next to the Expense Reports
  5. Click the 'Approve' or 'Reject' button
    Note that the Expense Reports have now been processed and removed from the Approve Expenses list 

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