MyExpense - Approver Role

Questions? Contact SCM Response Team

Overview

Guide for the Approver role and process steps in MyExpense.

The MyExpense Approver Role

MyExpense is the UCSF automated reimbursement system for employee travel and non-travel expenses (except employee relocation) and guest travel expenses (payment in USD only).

All expense reports must be approved by a Department Authorized Approver. This role is granted automatically to UCSF Department Heads, Business Officers, Health C-Level/SVPs, and Health Executive Directors.

Department Heads can delegate approval authority to others using the MyExpense Delegation of Approval Authority Form. Email the completed, signed form to [email protected].

Approval Considerations

  • Before approving an expense report or cash advance, approvers should be sure that the report complies with all applicable policies. If you have questions, please contact SCM Response Team.
  • Employee expense reports must be submitted to an Approver within 45 days after the trip or last purchase date to avoid tax consequences. Approvers must confirm that the date entered in the “End of Trip/Last Purchase Date” is accurate and matches submitted documentation.

Access to MyExpense

  1. Log into your UCSF MyAccess account.
  2. Select the MyExpense link to open the application.
  3. Note: You may need to click the Manage Favorites button in UCSF MyAccess to view the complete list of applications.
    MyAccess page with MyExpense app listed

Review a Pending Expense Report

  1. On the MyExpense homepage, click on your Required Approvals.
    MyExpense homepage shows 2 required approvals
  2. Click on the Expense Reports tab (if necessary), and click the Report Name to view an expense report.
    Expense Reports tab selected
  3. The report summary displays by default. To view the Report Header (funding, Approval Flow, Comments), click on Details > Report Header.
    Report summary
    Details dropdown
  4. Pay attention to alerts that may require your attention/action, such as:
    1. Receipt attached - click the icon to view the receipt, or go to Receipts > View Receipts in new window
      Blue icon with checkmark
    2. Receipt missing - click the icon to upload a receipt or go to Receipts > Attach Receipt Images. If necessary, return the expense report for correction.
      Orange circle with exclamation mark
    3. Itemized expense - click the icon to view details
      arrow icon on the left
      Example with 625 dollar airline ticket and 25 baggage fee
    4. Exceptional expense - click the icon to view details, or click Show Exceptions (on the right). If necessary, add an additional approver to the workflow before approving the expense report.
      yellow triangle with exclamation mark on the left
    5. Policy violation - the policy violation must be remedied before the expense report can be approved. If necessary, return the expense report for correction.
      Alert shows Host Gift exceeds policy limit

Add an Additional Approver to Expense Report (Optional)

Before approving an expense report, you can add one additional approver to the workflow (if necessary).

  1. After reviewing the report, click the Approve & Forward button (on the right).
  2. In the pop-up window, start typing the approver's name (last name, first name) in the User-Added Approver box. If you need to add an Exceptional Approver, you can find the name of the Exceptional Approver for your area in the UCSF Travel and Entertainment Approval Matrix.
  3. Enter a Comment.
  4. Click the Approve & Forward button.
    Approve and Forward pop-up window

Approve an Expense Report

  1. After reviewing the report, you may add a Comment before approving the report. Click on the Details dropdown, and select Comments. Enter your comment in the pop-up window, and click the Save button.
    Details dropdown selected
    Comments
  2. When you are finished reviewing the report, click the Approve button (on the right).
    Approve button on the right
  3. Note: If prompted to enter an Authorized Approver, enter an asterisk (*) in the Authorized Approver box and select an approver (these are eligible Authorized Approvers based on the Dept ID/Cost Center on the report). Then, click the Approve button.
    Asterisk entered in the Authorized Approver box

Return or Deny an Expense Report

  1. When you are finished reviewing the expense report, click the Send Back to Employee button.
  2. Enter a Comment in the pop-up box to instruct the employee on how to correct the report, or provide a justification for denying the report.
  3. Click OK to send the report back to the employee.
    Send back to employee option selected

Approver Process for Cash Advances

Review a Pending Cash Advance

  1. On the MyExpense homepage, click on your Required Approvals.
    MyExpense homepage shows 2 required approvals
  2. Click on the Cash Advances tab (if necessary), and then click on the Cash Advance Name to view the request.
    Screen shows 1 pending cash advance

 

Approve a Cash Advance

  1. When you are finished reviewing the request, click the Approve button.
  2. Enter a Comment in the pop-up box.
  3. Click OK to approve the request.
    Approve button in lower right corner

 

Return or Deny a Cash Advance

  1. When you are finished reviewing the request, click the Send Back to Employee button.
  2. Enter a Comment in the pop-up box to instruct the employee on how to correct the request, or provide a justification for denying the request.
  3. Click OK to send the request back to the employee.
    Approver is prompted to enter a comment

Reviewing Approval History

View Expense Reports you Recently Approved

  1. On the MyExpense homepage, select Home > Approvals.
    MyExpense homepage with Home menu located on top left
  2. On the Approvals page, select the Reports tab.
    Reports tab located to the right of the Approvals Home
  3. Click the View button, and select an option such as Reports you Approved this Month.
    View menu
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