reviewing and approving payment requests reviewing and approving a payment request with an...
TRANSCRIPT
![Page 1: REVIEWING AND APPROVING PAYMENT REQUESTS Reviewing and Approving a Payment Request with an exception(problem) Reviewing and Returning to Employee a Payment](https://reader030.vdocuments.mx/reader030/viewer/2022033101/56649d6e5503460f94a4fc65/html5/thumbnails/1.jpg)
REVIEWING AND APPROVING PAYMENT
REQUESTS
Reviewing and Approving a Payment Request with an
exception(problem)Reviewing and Returning to
Employee a Payment Request without an exception(problem)
Reviewing and Approving Payment Requests 1
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REVIEWING PAYMENT REQUEST WITH EXCEPTIONS(Problems)
• Go to the My Concur homepage and click Invoice
• Click Approve Requests
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REVIEWING PAYMENT REQUEST WITH EXCEPTIONS(Problems)
• ‘Requests Pending Your Approval’ will appear
• Click on the request you want to approve
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REVIEWING PAYMENT REQUEST WITH EXCEPTIONS(Problems)
• Approval can by one of two ways:– Opening the request itself to view the details of the report before
approving– Approving from the Approve Requests page without opening the
report
• To open a report to review completely:– Click in the box next to the payment request you want to approve– Click the Actions tab– Click Open Request
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REVIEWING PAYMENT REQUEST WITH EXCEPTIONS(Problems)
• You can also approve from this page by looking at the information in the following fields:
– Comments written by preparer (Last Comment)– Approval Status– Action Due Date, Invoice Date, Submit Date– Total– Has Allocations– Vendor Name
• Once you have confirmed the invoice is correct, click Approve
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Submit for Approval
button
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REVIEWING PAYMENT REQUEST WITH EXCEPTIONS(Problems)
• Always check all fields in the Payment Request Invoice Details (Be sure to view the invoice under details)
• Always make sure the invoice has been allocated• Always check the expense type(natural account) to be
sure the item is coded correctly(this will not show as an exception)
• If you see the ‘Exceptions Found!’ button at the top of the header, be sure to click on this button to view details of the exception
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REVIEWING PAYMENT REQUEST WITH EXCEPTIONS(Problems)
• When you click the ‘Exceptions Found!’ button, a dialogue box appears with a description of the exception
• Close the dialogue box when you are finished reading the exception
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REVIEWING PAYMENT REQUEST WITH EXCEPTIONS(Problems)
• When finding an exception or any other issue with the Payment Request, you must send it back to the employee to correct
• Click the Send Back button
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REVIEWING PAYMENT REQUEST WITH EXCEPTIONS(Problems)
• Once you have clicked the Send Back button, a dialogue box will come up called ‘Send Back Request’
• Fill out the ‘Comment’ section with the reason(s) you are sending the payment request back for correction
• The payment will then go to the employee for correction and back through the approval process once the employee resubmits the corrected report
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Enter the reason(s) why you are returning
for correction
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REVIEWING PAYMENT REQUEST WITHOUT EXCEPTIONS (Problems)
• Click the Invoice tab on the My Concur homepage
• Click Approve Requests from the dropdown
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REVIEWING PAYMENT REQUEST WITHOUT EXCEPTIONS (Problems)
• Click in the box next to the report you want to review and approve
• Click the Actions tab
• Click Open Request
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REVIEWING PAYMENT REQUEST WITHOUT EXCEPTIONS (Problems)
• Always check all fields in the payment request invoice details (Be sure to view the invoice under details)
• Always make sure the invoice has been allocated
• Always check the expense type(natural account) to be sure the item is coded correctly(this will not show as an exception)
• Click Approve if the invoice meets all requirements
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