CCAC Chrome River Pre-Approval: Quick-Start Guide
2. Under the Inquiry tab, select the report you would like to generate. 3. Select the criteria for the report 4. The MY EXPENSE PRE-APPROVALS selection will generate a complete listing of your Pre-Approvals for the period of time selected.
Pre-Approval Approval
If you are part of the approval process, Chrome River Pre-Approval makes this very important task easy by allowing you to approve Pre-Approval requests online, by email, or via the mobile app. The first two methods are covered below; mobile app approval is similar to the Online approval process.
APPROVE ONLINE 1.
Log in to Chrome River and navigate to the Approval Dashboard.
2. The Approval screen shows all the reports waiting for your approval. Highlight a Pre-Approval report and click OPEN to review it.
3. The Approval Screen lists each line item that requires your approval on the left and provides expense details, notes and document images on the right.
4. You can review, adjust, or return each line item individually by highlighting it in the list.
a. Clicking ADJUST will open the line item so that you can change the approved amount, business purpose, and/or cost center. You may also add a note.
b. Clicking RETURN will send the expense item back to the expense owner.
5. When you have finished reviewing the Pre-Approval, click SUBMIT to pass the approved line items on. 6. Clicking RETURN REPORT will send the entire report back to its owner. You will be required to provide an explanation and click SUBMIT again.
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