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).
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
They have access to My team and To approve / All payments tab.
They have access to the Approvals button / To approve tab.
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.