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.