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Athabasca University Expense Claim (AUEX)
Signing Authority User Manual

Purpose

This manual is to show users with signing authority how to approve or reject details within an expense claim.

Definitions

Detail Status- A detail within a claim can have three states: Accepted, Rejected, and Pending.  A detail that is accepted will reimbursted, a rejected claim will not and a pending status is a detail that has not been processed for approval yet.

Contents



Getting Started

In order to use the AUEX Signing Authority application, you will have to be authenticated using the same login name and password for other online applications such as online payroll or PD funds.

Bookmark the AUEX Signing Authority online application for further reference and usage.

Viewing Expense Claim Details

When the AUEX Signing Authority page first loads, it will show expense claim details from the beginning of two months previous that have a pending status.  It is also possible to view details regardless of status by unchecking the Pending Only checkbox.  Sorting by the date can be done by typing in it manually in the field or by clicking on the calendar icon where a pop-up calender appears for easy point and click selection.  The results are displayed when the View button is clicked.  The screenshot below shows an example of this view form.


Accepting/Rejecting Expense Claim Details

This AUEX Signing Authority application will give a list of expense details within the user's signing authority sorted by the claim number.  It is in order by the expense claim number.  Each detail has a status that gives you the option to accept, reject, or set to pending.  A detail that is pending means that it is awaiting confirmation.  The status of a detail can be changed at any time providing the claim has not been processed by finance.


The screen shot above shows the list of details from two claims.  The radio buttons give the user the ability to change the status of a detail and add comments.  Please note that if a detail has a pending status, comments are ignored because the detail is considered undecided for approval.  Clicking the Submit button at the bottom of the form will commit any changes and will reload the page and give the number of updates.
[AU Home Page]AUFinprog -- Last Modified on March 31, 2005 by Finprog