Envelopes > [Envelope name] > Submit/Approve You can designate up to three people who may be required to sign off on a user's Expense Report before it can be submitted for approval. See My Account > Company > Settings > Signers options for details. Note: A user with administrative rights can designate any person, regardless of access level, to be the Approver of anyone else's expense reports (envelopes and receipts). See "To approve a submitted envelope" below, and Account > User > Expense Reports approved by for more information. A multi-level approval process can be set up by going to Account > Approval Processes. You can also designate a single approver or approval process for all expense reports associated with a particular project. See Account > Projects > Project-based Approvals for more information. To submit an envelope for approval: 1. Check the expense report for accuracy by clicking on the "Envelopes" tab, then on the name of the envelope, and then on the "Expense Report" tab. (See Expense Report for more details.) 2. If you are satisfied with the accuracy of the expense report, click on the "Submit/Approve" tab. If you need to make corrections to your expense report, follow the procedure outlined in modifying an envelope, or in modifying a receipt. (Note: If you wish to change the *appearance* of the expense report, go to Options > Expense Report layout.) 3. Once you click on the Submit/Approve tab, you will see a "Submit for approval" form that will be emailed to your envelope Approver. Click on the "Submit" button. (Note: If you are the Approver of your own envelopes, you will see the message, "You are the owner and approver of the envelope. Click on the approve button to submit and approve the envelope.") 4. You will be notified by email about the status of your submitted envelope after your Approver has approved or rejected it. You can also check on the status of a submitted envelope by going to My Account > Dashboard > My Status. To approve a submitted Envelope: If you are the approver of someone else's envelopes, you will be notified by email when that person has submitted an envelope for approval. In the email message: 1. Click on the hyperlinked URL. 2. Log in to OpenAir.com. 3. Review the submitted envelope. (a) Line item rejection of receipts:If your account has enabled the feature to reject receipts by line item, go to the Expense report tab. To reject particular receipts, click the “reject” link in the left-hand column. The approver rejecting a receipt will be promted (and required) to enter a reason for the rejection. The user who created the envelope will receive an email with notification of rejection and the reason. The rejected receipt is removed from the submitted envelope and transferred to a new open envelope, with a name of “Rejected receipts from [original envelope name]”. (b) When the approver has rejected any individual receipts, s/he can then click the Submit/Approve link to approve the remainder of the envelope. 4. Select Approve or Reject from the drop-down menu in the upper left-hand corner of the form. (If you reject the expense report, you can use the optional Text field to give the reasons for rejecting it.) 5. Click on the "Save" button. The submitter of the envelope will be notified by email about the envelope's status. Bulk approval of envelopes: If you have many envelopes you need to approve, it may be more convenient to approve them all at once. To approve multiple envelopes at once: 1. Go to the Envelopes > Submitted sub-tab. You can filter the list so that it shows only those envelopes that you need to approve. 2. Click on the "Waiting for my approval" link found above the list. (Note: You will only need to do steps 3, 4, and 5 the first time you approve multiple envelopes.) 3. Now that you see only those envelopes that you need to approve, click on the "customize" link at the bottom of the list. 4. In the pop-up dialog box that appears, highlight "Run an action" and click on the "Add highlighted items >" button. 5. Click "OK." 6. In the list of envelopes, you will have a new column identified by a "check box" icon. Enable the check boxes for those envelopes you wish to approve. 7. Click on the double-arrow "run" icon. 8. In the pop-up dialog box that appears, click "OK" to approve the envelopes. 9. You will see the approval history report for the approved envelopes. 10. Click on the "Click Here" link to close the report. If you close the pop-up report using a different method, the submitted envelopes list will not be automatically refreshed. You will need to refresh the page yourself to see the changes you just made. How can I unapprove a previously-approved envelope?