Review and Approve Expense (Travel) Job Aid

This covers the Manager’s review and approval process for expenses. Workday allows managers to

review and approve team expense reports from one location to streamline the process.

View Your Team’s Expense Reports

From the Spend Management Application (desktop only):

1. Select My Team’s Expense Reports.

2. Enter report criteria to filter results.

3. Select OK.

4. Select a report’s Related Actions to display available actions or to preview the report.

5. Select the Expense Report link to view full report details.

Review and Manage an Expense Report

From your Workday Inbox:

1. Select the expense report. This will display billable charts and analysis to help identify the types

of expenses included in the report. You can also select the chart icon to view these reports.

2. Scroll or expand the expense report to display full report details.

3. Complete the review and select one of the following actions:

a. Approve

b. Send Back (send back to employee with comment of change needed)

c. Deny (cancels expense report and employee will need to start over if selected in error)

Review and Manage Spend Authorizations

From your Workday Inbox:

1. Select the Spend Authorization approval task.

2. Review the spend authorization details.

3. Select Approve, Send Back, Deny or Cancel.

Not Seeing What You Need?  To Request a Job Aid, Click Here.

Need Help?  Visit our Getting Help Page 

Functional Office Contact for this Page

Amanda Price

719-587-7762

aprice@adams.edu