Once an employee submits an expense, the expense can go no further until someone approves it.
There are various ways to approve an expense:
My tasks on the Dashboard on the web portal
My tasks on the Home screen of the mobile app
Expenses on the profile menu on the web portal
Expense claim report on the web portal
📎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
📎NOTE: If an employee submits multiple expenses together, you'll see this as a bulk expense for approval.
Approve via dashboard
📎NOTE: You need to be the employee's Expenses group manager for the approval task to appear on your Dashboard.
Click Dashboard.
Under My tasks, next to the expense, click on the green tick ✔️ to approve. Click the red cross ❌ to decline
Click, Yes, go ahead.
📌TIP: To view details of the expense click the eye icon.
Once you've approved the expense it's ready to pay out.
Approve via mobile app
📎NOTE: You must be the employee's Expenses group manager for the approval task to appear on the mobile app.
Under My tasks on the Home screen, select the expense.
Review the expense details, then select Approve.
The expense is now ready to pay out. Depending on who is set to pay put expenses, this may also appear as a task on your Home screen.
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're on the Awaiting approval tab.
Select the expense then click Approve selected to approve.
Click Decline selected to decline.
📌TIP: To edit the expense click the pencil icon. To delete the expense click the trash icon. If you click on the eye icon, this shows all the details of the expense.
Once you've approved the expense it's ready to pay out.
Approve expenses via the 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.
Once you've approved the expense it's ready to pay out.
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