How to Approve or Reject an Expense Report

Overview

When an employee submits an expense report, it appears in the Approvals tab of their designated approver(s). Approvers can approve or reject the entire report, or selectively approve individual line items.

Viewing Reports Pending Approval

1. Go to Expense > Claims > Approvals
2. The To Do tab shows all reports awaiting your action
3. Click the View icon to open a specific report and review its expense line items, receipts, and details

Approving a Report

1. In the Approvals > To Do tab, tick the checkbox next to the report(s) you wish to approve
2. Click the green Approve button at the bottom of the screen
3. The report status changes to 'Approved' and the submitter receives an email notification

Rejecting a Report

1. Tick the checkbox next to the report(s) you wish to reject
2. Click the red Reject button at the bottom of the screen
3. Enter a rejection reason in the dialog
4. Click Confirm — the report returns to the submitter with status 'Rejected'