How to approve or reject an expense claim

Go to the tab/button dedicated to approvals depending on your Roles and Permissions (more info below).

Then,

  • Review the request details (description, team, analytics, amount...).
  • Edit the amount to reimburse on the total receipt amount if needed.
  • Approve or deny the request.

👉 If you deny the request, you have to provide a reason and a notification is sent to the Requester.

👉🏻 Views by Roles / Permissions

Depending on your Role or your team Permission, mobile app views will be different to view payments and/or to approve requests.

Accessible views

Account owners:

They have access to My team and To approve / All payments tab.

Team approvers:

They have access to the Approvals button / To approve tab.

Team managers:

They have access to My team tab to see their team's payments.

Team approvers and managers:

They have access to My team tab to see their team's payments and the two sub-tabs To approve and Team payments.

Team approver and Controllers:

They have access to the All payments button and All payments tab.

Team approvers and Team manager and Controllers:

They have access to My team button and 2 sub-tabs To approve and All payments.

Approval view:

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