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
Follow the steps below to either reject or approve expenses awaiting approval:
1. Go to Approval > Awaiting Approval (under the Approval heading).
2. Click on a user's name to expand their expenses, and locate the expenses you'd like to approve or reject.
3. Tick the checkboxes next to the relevant users.
4. Select either Approve or Reject at the top of the page.
Note: You can also approve or reject expenses for individual users or expenses by clicking the three dots icon next to the user's name or the expense, and selecting Approve or Reject from the drop-down.
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.
