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Expense Management System for Statement Approval and OOP Expense Control

Efficiently manage statement approvals, view transactions, and approve out-of-pocket expenses. Ensure compliance with company policies and streamline reimbursement processes.

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Expense Management System for Statement Approval and OOP Expense Control

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  1. Manage Statements • Statement Approval Queue(If the cycle is ready for review) • Notify Program Administrator if a Secondary Approver is needed

  2. Manage Statements • Cycle-to-Date Transactions • Approvers can view activity for any cardholder that rolls up to them for approval

  3. View Reclassifications • View transaction details • Make changes if necessary

  4. Approve OOP Expenses Click to view and approve OOP Expenses

  5. Approve OOP Expenses • Approve the OOP expenses independent of the transactions to ensure the cardholders get reimbursed • If an approver fails to approve out-of-pocket expenses before the approver deadline, the expenses will not be paid out and will re-appear on the cardholder statement next month

  6. Statement Approval • Review transaction detail, descriptions, receipts, and make • sure all are in compliance with company policy for both • charges and OOP • Approve the card expenses by clicking “Approve Statement”

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