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Expense Report Approval Notification

Once an expense report has been submitted for approval, the approver will receive 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



NetSuite 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 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 b' button

Approving Expense Reports via List 

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

  1. On the left menu bar, 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 'Decline' buttons accordingly
    Note that the Expense Reports have now been processed and removed from the Approve Expenses list 

Page Contents


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.

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