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Step
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Action
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1.
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Decision: Please
make a selection from the options listed below.
·
Using Expense Home
Go to step 2
·
Using RU PO Inquiry GUI
Go to step 24
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2.
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Enter your username into the User Name field.
Enter "student".
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3.
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Press [Tab].
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4.
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Enter your password into the Password field.
Enter "welcome"
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5.
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Click the Login
button.
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6.
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Click the RU Internet Expenses
GUI link.
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7.
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Click the Expenses Home
link.
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8.
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Scroll down to the Notifications section to see all
open notifications waiting for approval.
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9.
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To approve the expense report click the notification
link for "Expense 114433 for Rubble,
Barney" .
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10.
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The notification will open and the Approver will have four
different options: Approve, Reject, Reassign, Request Information.
Approve: All receipts and expenses are
legitimate. The approver clicks the approved button.
Reject: Missing receipts, expenses are not
legitimate, university doesn't cover an expense. The approver will reject
the expense report and ask the user to resubmit with all the appropriate
attachments or without an expense.
Reassign: The approver will be away from the office
and cannot approve the expense report or the approver would like a one-up
approval to review and approve the expense report. The expense report
was sent to the wrong approver.
Request Information: The receipts
attached are not sufficient enough and the approver would like more
information on an expense.
Before the approver takes the necessary action they will
click on the Attachments to review the receipts back-up and make
sure that all expenses are attached for this report.
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11.
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Press the left mouse button on the Receipts (170 Attachment)
button.
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12.
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170 Markview login screen will launch and request your Username
and Password.
Enter your username into the User Name field.
Enter "student".
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13.
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Press [Tab].
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14.
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Enter your password into the Password field.
Enter "welcome"
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15.
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Click the OK button.
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16.
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The Expense Report Receipt attachments will be displayed.
For our example: The first two pages of this expense
report is the expense report bar code containing the general information and
expense lines submitted.
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17.
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Click the Next Page link
to view the receipt attached.
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18.
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Click the Next Page link
to view the receipts attached.
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19.
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Click the Next Page link
to review the receipts attached.
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20.
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Once the Approver finishes reviewing all the attached
receipts they can close Markview. If everything is okay with expense
report and they have no questions or concerns (e.g. expense is not
legitimate, missing receipt) then they will Approve
the expense report.
If they have any questions or concerns (e.g. expense is not
legitimate, missing receipt) on the expense report they can either Reject the
expense report or Request Information.
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21.
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For this example: The approver will approve the expense
report because all receipts are attached and are legitimate expenses.
The approver will click the Approve button.
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22.
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Once the Expense Report is approved the notification
will close.
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23.
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End
of Procedure. Remaining steps apply to other paths.
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24.
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Enter your username into the User Name field.
Enter "student".
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25.
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Press [Tab].
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26.
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Enter your password into the Password field.
Enter "welcome"
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27.
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Click the Login button.
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28.
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Press the left mouse button on the RU PO Inquiry GUI link.
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29.
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Click the Notification Summary
link.
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30.
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To approve the expense report click the notification
link for "Expense 114433 for Rubble,
Barney" .
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31.
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The notification will open and the Approver will have four
different options: Approve, Reject, Reassign, Request Information.
Approve: All receipts and expenses are
legitimate. The approver clicks the approved button.
Reject: Missing receipts, expenses are not
legitimate, university doesn't cover an expense. The approver will reject
the expense report and ask the user to resubmit with all the appropriate
attachments or without an expense.
Reassign: The approver will be away from the office
and cannot approve the expense report or the approver would like a one-up
approval to review and approve the expense report. The expense report
was sent to the wrong approver.
Request Information: The receipts
attached are not sufficient enough and the approver would like more
information on an expense.
Before the approver takes the necessary action they will
click on the Attachments to review the receipts back-up and make
sure that all expenses are attached for this report.
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32.
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Press the left mouse button on the Receipts (170 Attachment)
button.
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33.
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170 Markview login screen will launch and request your Username
and Password.
Enter your username into the User Name field.
Enter "student".
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34.
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Press [Tab].
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35.
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Enter your password into the Password field.
Enter "welcome"
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36.
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Click the OK button.
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37.
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The Expense Report Receipt attachments will be displayed.
For our example: The first two pages of this expense
report is the expense report bar code containing the general information and
expense lines submitted.
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38.
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Click the Next Page link
to view the receipt attached.
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39.
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Click the Next Page link
to view the receipts attached.
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40.
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Click the Next Page link
to review the receipts attached.
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41.
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Once the Approver finishes reviewing all the attached
receipts they can close Markview. If everything is okay with expense
report and they have no questions or concerns (e.g. expense is not
legitimate, missing receipt) then they will Approve
the expense report.
If they have any questions or concerns (e.g. expense is not
legitimate, missing receipt) on the expense report they can either Reject the
expense report or Request Information.
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42.
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For this example: The approver will approve the expense
report because all receipts are attached and are legitimate expenses.
The approver will click the Approve button.
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43.
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Once the Expense Report is approved the notification
will close.
Go to step 1
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