Approving a Transfer of Expense

Lynsey Trueman

Ucsb

Oracle Cloud

Log in to [Oracle Financials Cloud](https://fa-evmh-saasfaprod1.fa.ocs.oraclecloud.com/fscmUI/faces/FuseWelcome?%5C_afrLoop=35834375637048437&fnd=%3B%3B%3B%3Bfalse%3B256%3B%3B%3B&%5C_adf.ctrl-state=psls5l9lk_182). Then, select the "Home" icon.

Select "My Team" and then select the "Transfer of Expense" application.

This is the Transfer of Expense Dashboard.

To approve a transfer, you will need to view your "Task List". Select your profile in the top right corner, by clicking on your inititals.

Click "Task List".

Under "My Tasks", review the list of Transfers and select the one you want to approve. Double-click on the item to open the transfer for approval. ***Note:*** *Ensure that the check box next to "Title" is NOT selected. That is for reassigning a TOE, not approving. If the check box is selected, you cannot get to the next approval step.*

Note: You can click on the three dots under the "Actions" column for options for the Transfer.

Note that if you click "approve" here, you will not get to see the details of the transaction and so it is ***not advised***. You can use this menu to reject, reassign, or withdraw the transfer if needed.

Once you have approved the transfer details, click "APPROVE".

This concludes "Approving a Transfer of Expense".