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Authorise expense claims using Self Service

If you are a web userThe user can access the Self Service application via a web browser. The user must have the 'Is Web User option' selected on their User properties in Sage 200 System Administration., you can authorise timesheets in a browser using the Self Service application.

To authorise expense claims

1. Select Authorise Expense Claims from the drop-down list.

2. You can view the expense claims by a resource (person) or a project.

   • The Summary by Resource displays a summary of expense claims for each person.
   • To view the expense claims for a project, click View by Project.

3. To see the expense claims requiring authorisation, click on a total from the Expense Claims to Authorise column. To see all expense claims click on the Totals value in the Expense Claims to Authorise column.

   To view other expense claims

   You can view expense claims in the following categories:

   • Expense Claims to Authorise: Shows expense claims that have been submitted but have not yet been authorised.
   • Expense Claims Not Posted: Shows expense claims that have been authorised, but have not yet been posted in Sage 200.
   • Expense Claims Rejected: Shows expense claims that have been rejected, and have not been resubmitted.
   • Last 12 Months: Shows all expense claims entered in the last year.

4. In the Expense Claims to Authorise list, select the expense claims you want to Authorise or Reject.

   The details for the selected expense claim are displayed at the bottom of the page.

   • Authorising an expense claim will mark the status as authorised, and it can then be processed (posted in Sage 200).
   • Rejecting an expense claims will set its status to rejected. The expense claim is not removed from the system, and it can be edited and re-submitted.
5. Confirm that you want to authorise the expense claims.

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