Managing Submitted Expenses

This how-to article will help Technicians to approve expense entries in TDNext. The user must be and Admin or have the projects for which they are the manager or direct reports configured in TDAdmin.

Overview

Expenses are used in conjunction with Resource Management. Expenses that have been approved will count against the budget of the project or ticket for which the expense is logged.

Viewing Expenses Pending My Review

Managers may need to view all expenses which have been submitted for their review by other users.

To view all expenses pending the user's review, navigate to TDNext > Applications Menu > Time & Expense > Pending Expenses.

Approving or Rejecting Expense Entries

A manager may need to approve or reject expense entries submitted for their review. To approve or reject expense entries:

1. Within TDNext, navigate to Applications > Time & Expenses > Pending Expenses.
2. Identify the expense(s) needing approval.
3. Click the expense ID link to open an expense details window.
4. Review the merchant, amount, dates, and options of the expense.
5. Click the Approve or Reject button.
6. Enter any Comments.
7. Click Save.

Editing or Deleting an Approved Expense

There are multiple opportunities for users to erroneously submit expenses on a work item. Occasionally, those expenses are approved before it is realized they were in need of correction. These entries can be edited or removed even though they have been approved.

To editing an expense that has received approval:

1. In TDAdmin, navigate to Time & Expenses > Expenses.
2. Search for the expense.
3. Click on the ID link of the expense in the ID column.
4. Select to either Unsubmit or Delete the entry. If the expense needs to be corrected, use Unsubmit. If the expense needs to be removed altogether, use Delete.
5. Click Save or OK to confirm.