If you're an approver for the Expenses module, you can access the Expenses Approval section once you've successfully logged into the ExpenseIn mobile app.
How to view expenses awaiting approval
1. Tap the three-bar menu, found at the top left corner of the screen.
2. Tap Approval found under the Expenses heading.
3. By default, you'll be taken to the Awaiting section to view expenses that are awaiting approval.
Note: You can use the search feature to view a specific user's expense(s). You can tap on the expense to expand the information.
How to approve or reject an expense
If you touch and hold an expense, you'll be presented with the following options:
Select - tap to select multiple expenses before approving or rejecting them.
Approve - tap to move the expense to the Approved area.
Reject - tap to move the expense to the Rejected area.
Redirect - tap to redirect the expense to a different approval flow.
Note: You can also tap the red circle at the bottom right of the screen, select the relevant expense(s), then tap Approve or Reject; or you can tap an expense to open it and use the Approve or Reject buttons at the bottom of the screen.
If an expense is rejected, you'll need to enter a Reason for the rejection and tap Reject in the top-right hand corner of the screen to send the expense(s) back to the user.
How to view expenses you have approved
To view expenses that have been approved, tap on Approved. Tap the user's name to expand the approval and see a summary of expenses you've approved for them.
How to view expenses you have rejected
To view expenses that have been rejected, tap on Rejected. Tap the user's name to expand and see a summary of expenses you've rejected for them.
Note: Tap on the rejected expense to expand the information and view the rejection note.
