Review Reports – For Approvers

As an authorized approver, you can easily activate and use the approval workflow in the Expense app to review and approve reports.

Activate Approval Workflow and Review Reports

The Expense app automatically sends a notification when there are reports to review.

1. Open the Expense app:

   • Go to To Review.

2. Review a report:

   • Select any report to see an overview.

3. Check different types of transactions:

   • Receipts: Tap the transaction to view accounting details. Tap the account for additional information.
   • Travel Expense Claims: Go to the Info tab for a summary.
   • Mileage Reimbursement: Go to the Info tab for an overview of the trip.

4. Approve the report:

   • If everything is correct, click Approve at the bottom of the overview screen. Once approved, the report is automatically sent to administrators for accounting, payroll processing, or payout.

Reject a Report

If a report contains inaccuracies or if there are uncertainties about a trip or receipt, you can reject the report and send it back for correction.

1. Open the Expense app:

   • Go to To Review and select the report that requires correction.

2. Review and reject:

   • Receipts: Tap the transaction and review the accounting details.
   • Travel Expense Claims: Check details in the Info tab.
   • Mileage Reimbursement: See the summary in the Info tab.
   • If something is incorrect, click Reject at the bottom.

3. Provide a reason for the rejection:

   • Write a brief explanation for why the report was rejected. The user will receive the report back with your note and can make the necessary adjustments.

These steps create an efficient process for reviewing and approving reports, ensuring all information is correct before moving forward for further processing.