If an approver has forwarded an expense form to you, that means you, the original approver, and any other approvers that s/he forwarded to are required to approve the form. Your choices in this case are to approve or reject the form, or to send it back to the original approver. Sending the form back means that you relinquish your authority for the form.
The steps below explain how to manage an expense form that was forwarded to you.
To approve, reject, or send back a forwarded expense form
Follow the steps for retrieving and opening an expense form for approval. The forwarded request or report appears in the list on the Approve Pre-Authorization Request or Approve Expense Report screen along with the other forms that you are authorized to approve.
From the View Pre-Authorization Request or View Expense Report screen, click Forwarding Info to read an explanation from the approver who forwarded this request or report to you. The Approval Forwarding Information screen appears.
Click Cancel to return to the request or report.
To approve or reject the forwarded request or report, simply follow the regular approval or rejection procedure.
To send the request or report back to the original approver, perform the following sub-steps.
Click Send Back. The Send Back Expense Approval screen appears.
Enter an explanation for sending the request or report back to the original approver.
Click Send to send the form back. The Approve Pre-Authorization Request or Approve Expense Report screen reappears, displaying a message to confirm that you have successfully sent the request or report back to the original approver. Note that the request or report that you sent back does not appear in the list. You no longer have the authority to approve it.
e-xpense notifies the original approver via email.
Note: If the original approver goes to the Approval Forwarding Information screen for the expense form that you sent back, the Approval Result column for your additional approver record shows “Send Back.”