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How to track the status of an expense

This guide provides steps on how to track the status of your expenses in Accountability.

Step by Step Guide:

    1. Navigate to My Menu > My Expense.

    2. The My Expenses landing page will show all of your expense reports. The filters are available to streamline your request.

    3. The following are the different Status and what they mean:

    Unsubmitted - The item requires action from you.
    Submitted - The item is pending a manager's approval.
    Manager Approved - The item is pending approval from a manager approver. Depending on your agency set-up, this could be your direct manager, the job manager, or the client lead.
    Manager Rejected - The item requires action from you. See rejection details from My Messages under your name.

    4. Hovering over Status on My Expenses screen will show additional details on the status of an Expense. In this example - when hovered over the Manager Approved Status, you can see which Manager Approved and the Date:

    5. Final Approval
    In addition to Manager approval, Finance has to approve your expense claim in order to be eligible for payment.