Approving Expense Reports

Follow these steps to approve expense reports in MyExpenses that have been forwarded to you as a supervisor, SBA or task manager.

If you need access to approve reports in MyExpenses, log into Mountaineer Marketplace and fill out theMyExpenses FTA Request Form under the PCPS Automated Forms section. When the form is complete, submit the cart as a Requisition. 

Resources:

• View an interactive simulation video. (7:02) (To view the video, you may need to download Flash Player and disable your popup blocker.)

• View a demonstration video. (6:52) (To view the video, you may need to download Flash Player and disable your popup blocker.)

• View a detailed PDF guide. 

• View the PCPS MyExpenses webpage.

• Email pcps@mail.wvu.edu for assistance.

How to approve an expense report:

1. Access MyExpenses.

2. Approvals are listed in the left pane after logging in.

3. Click the row for an expense.

4. To approve the whole report, click Approve.

5. To open and view the report, click Open.

   1. View attachments (such as receipts) and the account number.

   2. To make any changes yourself, click Adjust.

   3. Enter an explanation for the adjustment.

   4. Click Save.

   5. Click Submit.

   6. Click Submit.

6. To return the entire report, click Return.

   1. Enter a comment to explain the reason for returning to the creator.

   2. Click Return.

7. To return a single row within a report, click Open, click the specific row, then Return.

   1. Enter a reason for the return.

   2. Click Save.

   3. Click Submit.

   4. Click Submit.

8. To reassign the expense report to another employee, click the three dots to the right of the Approve button.

   1. Click the Reassign link.

   2. Enter the name of the person to whom the report is being reassigned.

   3. Enter a note of explanation.

   4. Click Reassign.