Rejecting an Expense Claim

If a claim for expenses has been submitted but you do not want to approve the claim, the claim can be rejected. For example, if a claim is submitted for an expense that is not a supported claim type in your establishment/organisation expenses policy.

Employees receive an email notification for rejected claims with the reasons you provided for the rejection.

If you are responsible for approving employee expense claims, you must be assigned as the approver for their IRIS Expenses before they submit any expenses using the software. For more information, please see Setting Up IRIS Expenses Claim Approvers.

  1. On the My Claims page, claim groups awaiting your authorisation are displayed in the Awaiting My Authorisation panel, select View All.
  2. The Awaiting Approval page is displayed. You can reject claims by group or by individual claim within a group.

Rejecting all Claims in a Group

  1. Select the check box adjacent to the Title of the claim group(s) you want to reject. To view the details of the claims in the group before rejecting the claims within the group, select Search adjacent to VAT.
    If you are unable to see the claim group for which you want to reject claims, select the Page Number or use the Next and Previous arrow buttons at the bottom of the panel.
  2. select Reject to reject all the claims in the group.
    If you do not want to reject all the claims in the group you can view the individual claims within the group. For more information, please see Rejecting Individual Claims in a Group. If you do not want to reject all the claims in the group, you can accept all the claims or send the claim group back to the claimant to amend or provide additional information. For more information, please see Approving an Expense Claim and Sending Expense Claims Back to the Claimant.
  3. The Claim Group Rejection window is displayed. Select a reason for rejecting the claim group from the drop-down list, then enter further information to explain the selected reason.
  4. select Yes to confirm your selections.
  5. The claim group rejected message is displayed.

Rejecting Individual Claims in a Group

  1. select Search adjacent to VAT for the claim group(s) for which you want to reject individual claims.
    If you are unable to see the claim group for which you want to reject claims, select the Page Number or use the Next and Previous arrow buttons at the bottom of the panel.
  2. The details of the claims within the group are displayed. To view the details of the claim, select Search adjacent to VAT. Select Reject(X) adjacent to the claim you want to reject. If viewing the details for a claim, the Expense page is displayed where you can view the details, history, and attachments for a claim. For more information, please see Viewing the Audit Trail for a Claim.
    If you do not want to reject the claim, you can accept or send the claim back to the claimant to amend or provide additional information. For more information, please see Approving an Expense Claim and Sending Expense Claims Back to the Claimant.
  3. The Claim Rejection window is displayed. Select a reason for rejecting the claim group from the drop-down list, then enter further information to explain what is required or to explain the selected reason.
  4. select Yes to confirm your selections.
  5. The claim rejected message is displayed.