If you're an approver for the Expenses module, you can access the Approval area.
Note: Once an expense is submitted and is awaiting approval, approvers will get a notification next to the Approval area at the top of the page.
How to view expenses awaiting approval
Any submitted expenses will reside in the Awaiting Approval section. Approvers can review expense information by clicking on the user's name to expand their submitted expenses.
What can you do in the Approval area?
Use Filters to filter down the expenses.
Tick the Select All checkbox option to approve or reject expenses in bulk.
View the receipt(s) attached to the expense(s).
View any policy issues.
View the history of an expense.
Note: Depending on the account settings defined by your company's ExpenseIn Account Administrators, you may also be able to:
Edit expenses.
Split expenses.
Export expenses.
Redirect the approval flow of expenses.
How to approve or reject an expense
Tick the checkbox next to an expense and click Approve or Reject at the top of the page to approve or reject it.
Note: You can also leave the checkbox unticked, click on the three dots icon next to the expense and select either Approve or Reject from the options menu.
If an expense is rejected, you'll need to add a reason for the rejection and click Continue.
Once an expense has been rejected, it will go back to the user's Draft section. The user will receive an email letting them know their expense has been rejected.
How to view expenses you have approved
1. Click on the Approved subheading to view expenses that have been approved.
2. Click on the user's name to expand the list of expenses you've approved for them.
3. Click on an expense to view the expense information.
How to view expenses you have rejected
1. Click on the Rejected subheading to view expenses that have been rejected.
2. Click on the user's name to expand the list of expenses you've rejected for them.
3. Click on an expense to view the expense information and the rejection note.
