Once an expense has been submitted by an employee, the expense can go no further until it's been approved
📎NOTE: You can only approve an expense if:
You're an expenses group manager and the employee is assigned to your expenses group
You have administrator access
There are three ways to approve an expense:
My tasks on the Dashboard
Expenses on the profile menu
Expense claim report
Approve via dashboard
Click on Dashboard.
Under My tasks, next to the expense, click on the green tick ✔️ to approve. Click on the red cross ❌ to decline.
Click, Yes, go ahead.
📌TIP: To view details of the expense click on the eye icon.
Once an expense has been approved it is ready to pay out.
Approve via employee profile
Go to your employee's profile who needs the expense approved. You can search for them in the top left, or browse to them if you click Company on the main menu.
Make sure you are on the Awaiting approval tab.
Select the expense then click Approve selected to approve or click Decline selected to decline.
📌TIP: To edit the expense click on the pencil icon. To delete the expense click on the rubbish bin icon. If you click on the eye icon, this shows all the details of the expense.
Approve expense via Expenses claim report
You can manage all expenses from the Expense claim report. This is a useful place to approve multiple expenses for multiple employees in one place.
Next steps
Once an expense has been approved it's ready to pay out.
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