[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"doc-seo-339268-105":3,"detail-sidebar-cat-1-en-105":80,"doc-detail-339268-en":126},{"code":4,"msg":5,"data":6},0,"ok",{"site_id":7,"language":8,"slug":9,"title":10,"keywords":11,"description":12,"schema_data":13,"social_meta":73,"head_meta":75,"extra_data":77,"updated_unix":79},105,"en","expense-approvers-training-poster-approval-guidelines","Expense Approvers Training - Poster Approval Guidelines","","Expense Approvers training material guiding individuals responsible for approving business expenses, procurement card verification reports, and related documentation. It emphasizes validating legitimate business purpose, checking compliance with university policy, departmental guidelines, sponsor requirements, and federal regulations, and contacting Sponsored Project Accounting when questions arise. It provides step-by-step review points for receipts and attachments, matching dates and amounts, confirming per diem calculations, verifying expense types and account allocations, and ensuring clear business purpose justifications covering who/what/why/when/where/how-business relevance.",{"@graph":14,"@context":72},[15,34,55],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/presentations/","Presentations",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/expense-approvers-training-poster-approval-guidelines/339268/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/expense-approvers-training-poster-approval-guidelines/339268.png","ImageObject",442,249,{"name":42,"@type":43},"Rhys","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-09-30","2026-09-21",true,{"@type":52,"interactionType":53,"userInteractionCount":33},"InteractionCounter",{"@type":54},"ViewAction",{"@type":56,"mainEntity":57},"FAQPage",[58,64,68],{"name":59,"@type":60,"acceptedAnswer":61},"What should an approver check first when reviewing an expense submission?","Question",{"text":62,"@type":63},"Confirm the expense has a valid business purpose and was necessary to perform or further university business.","Answer",{"name":65,"@type":60,"acceptedAnswer":66},"What documentation and attachment requirements must be verified?",{"text":67,"@type":63},"Ensure appropriate receipts are attached per university policy and departmental/division guidelines, and confirm the receipts include the required information to be considered adequate.",{"name":69,"@type":60,"acceptedAnswer":70},"How should an approver verify financial and allocation accuracy?",{"text":71,"@type":63},"Match receipt dates and amounts to the report, confirm per diem calculations for travel, and verify the correct expense type and account string (including project, task, award, and GL details).","https://schema.org",{"og:url":32,"og:type":74,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":76,"canonical":32},"index,follow",{"doc_id":78,"site_id":7},339268,1790436623,{"code":4,"msg":81,"data":82},"success",[83,87,92,97,102,107,112,117,122],{"id":84,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":85,"slug":86},11,90,"presentations",{"id":88,"doc_module":22,"doc_module_name":25,"category_name":89,"show_sort_weight":90,"slug":91},12,"Resumes",80,"resumes",{"id":93,"doc_module":22,"doc_module_name":25,"category_name":94,"show_sort_weight":95,"slug":96},14,"Invoices",70,"invoices",{"id":98,"doc_module":22,"doc_module_name":25,"category_name":99,"show_sort_weight":100,"slug":101},15,"Posters",60,"posters",{"id":103,"doc_module":22,"doc_module_name":25,"category_name":104,"show_sort_weight":105,"slug":106},16,"Social Media",50,"social-media",{"id":108,"doc_module":22,"doc_module_name":25,"category_name":109,"show_sort_weight":110,"slug":111},17,"Forms",40,"forms",{"id":113,"doc_module":22,"doc_module_name":25,"category_name":114,"show_sort_weight":115,"slug":116},18,"Letters",30,"letters",{"id":118,"doc_module":22,"doc_module_name":25,"category_name":119,"show_sort_weight":120,"slug":121},21,"Paper Templates",5,"papers-templates",{"id":123,"doc_module":22,"doc_module_name":25,"category_name":124,"show_sort_weight":4,"slug":125},158,"General","general-158",{"code":4,"msg":81,"data":127},{"doc_id":78,"user_id":128,"nickname":42,"user_avatar":129,"doc_module":22,"category_id":84,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":33,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":115,"language":135,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":12,"update_tm":139,"read_time":84},687207024643,"https://ap-avatar.wpscdn.com/davatar_3d24733baf745e90a7e4bdd5f77d97b2","Hello and welcome to the Expense Approvers training presentation. It is expected that if you are reviewing this presentation, you have already reviewed the Business & Travel Expense Policy Overview presentation. Please note that this presentation isnot intended to be a detailed review of all aspects of the Business and Travel Expense policy. For detailed information about the policy, please visit the Business & Travel Expense policy document which is available on the Business & Travel Expense website.  \nRather, as an individual who has been entrusted to approve business expenses on behalf of the university, this presentation is to provide you with some guidelines as to what to look for during the approval process and some information as to what to do when additional support is needed.  \nAs an approver of expense reports or procurement card verification reports, we wanted to provide you with some guidelines as to what to look for when reviewing the reports that are submitted to you for approval.  \nOne of the first things to consider is whether or not the expenses that are presented to you have a valid business purpose. Meaning, was the expense necessary to perform university business or to further the University’s business?  \nAnother important consideration is to determine whether or not the expenses that you are reviewing comply with university policy, departmental guidelines, and sponsor requirements or federal regulations. If you have questions regarding whether the expenses comply with sponsor requirements or federal regulations, please contact the Sponsored Project Accounting office for guidance.  \nWith the attachment functionality available for expense reports and procurement card verification reports, has the preparer attached the appropriate receipts per the university policy and per your departmental or division guidelines? Also, do the receipts that have been attached contain the information that is required for the receipt to be considered an adequate receipt?  \nSomething else to look for are the dates of the expenses on the report as compared to the dates on the attached receipts. Do the dates on the receipts support the expenses that are listed on the report?  \nAre the amounts on the receipts the same amounts that are being submitted for approval? If the report is an expense report for travel and the traveler utilized per diem, do the expense amounts reflect the accurate per diem amounts? Are the calculations correct?  \nAnother very important component of the report is the expense type used for the expense as well as the entire account allocation. Has the business expense preparer associated the correct account string with the expense? Remember that it is important to ensure that expenses that are not allowed to be charged to the federal government are allocated to an expense type that corresponds with the Unallowable object code or expenditure type. For example, has the preparer of the report itemized the receipts so that any alcohol charges have been allocated to the ‘Alcohol’expense type? Did the preparer of the report use the correct Project, Task, and Award for the expense? If the expense is charged to a GL string, is the function correct? Is the organization correct? It is important to note that once you approve the report, the account allocation information cannot be updated by the business expense preparer via Internet Expenses. Rather, any errors that are found within the account allocation information after your approval will create the need for an AP redistribution.  \nOne of the most important elements of an expense report or a procurement card verification report is the information found within the purpose and business justification. A good business justification answers the following questions:  \nWho was involved?  \nWhat does the charge represent?  \nWhy did the charge occur?  \nWhen did the charge/activity occur (if other than transaction date)?  \nWhere did the charge occur?  \nHow does the charge relate","cbCaiggBA0IhOER7","https://ap.wps.com/l/cbCaiggBA0IhOER7","pdf",4034754,"English","# Approval Overview\n## Purpose and compliance checks\n## Receipt and detail verification\n# Expense Report Review Checklist\n## Dates, amounts, and per diem accuracy\n## Expense types and account allocation\n## Purpose and business justification requirements\n# Handling Exceptions","[{\"question\":\"What should an approver check first when reviewing an expense submission?\",\"answer\":\"Confirm the expense has a valid business purpose and was necessary to perform or further university business.\"},{\"question\":\"What documentation and attachment requirements must be verified?\",\"answer\":\"Ensure appropriate receipts are attached per university policy and departmental/division guidelines, and confirm the receipts include the required information to be considered adequate.\"},{\"question\":\"How should an approver verify financial and allocation accuracy?\",\"answer\":\"Match receipt dates and amounts to the report, confirm per diem calculations for travel, and verify the correct expense type and account string (including project, task, award, and GL details).\"}]","Expense Approvers Training - Poster Approval Guidelines | PDF",1790029065]