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Approve or reject an expense report in the Microsoft Dynamics AX client [AX 2012]

Updated: May 19, 2012

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

You can approve or reject an expense report for an employee in the Microsoft Dynamics AX client and in Enterprise Portal for Microsoft Dynamics AX.

Use the following procedure to approve or reject an expense report or an expense report line item in the Microsoft Dynamics AX client.

  1. Click Travel and expense > Common > Expense reports > Expense reports assigned to me.

  2. Select and open the expense report that is ready for approval.

  3. Review the expense report, click Actions, and then select an option:

    • Approve – Approve the expense report or expense report line items and enter any necessary comments.

    • Reject – Reject the expense report or expense report line items and specify the reason for the rejection.

    • Delegate – Assign the expense report or expense report line items to another employee for approval. Add any information for the employee to whom you are assigning the expense report.

    • View history – View the history of the expense report or expense report line items before you take action on the expense report.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).
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