Once an expense has been submitted by an employee, the expense can go no further until it has been approved

📎NOTE: You can only approve an expense if you are an expenses group manager and the employee is assigned to your expenses group, or you have administrator access.

There are two ways to approve an expense:

  • My tasks on the Dashboard

  • Expenses on the profile menu.

Approve expense via the dashboard

  1. Click on DASHBOARD.

  2. Under My tasks, next to the expense, click on the green click to approve. Click on the red cross to decline.

📌TIP: To view details of the expense click on the eye icon.

Approve expense via employee profile.

  1. Go to your employee's profile who needs the expense. You can search for them in the top left, or browse to them if you click COMPANY on the main menu.

  2. Make sure you are on the Awaiting approval tab.

  3. 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.

Once an expense has been approved it is ready to pay out.

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