Approving Expenses claimed by your Users

Overview

In this guide, we'll take you through the steps to efficiently approve expenses claimed by your users/employees.

1. Start at Expenses > Approvals.

All submitted expenses that you have permission to view and approve will be displayed.

• Select the User whose expenses require approval.

The expenses for this User will appear on the right side of the screen.

• If it's necessary to edit any of these expenses, double click into the expense and edit the fields, then click Save.
• Now, select the expenses you wish to approve by checking the box on the left of the expense line.
• Click Authorise selected.

These have now been sent to the process screen for your accounts team to send to your accounting software.

Your expense claims have been approved.

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Last updated: 11 June 2024