How To Approve, Reject or Reassign an Expense Claim

Step by Step Guide:

Approve an Expense Claim

1. Navigate to APPROVE > Expense Claims

2. Check the box next to the approver's name.

3. Click Approve

4. A message will appear at the bottom of the screen confirming the approval.

Reject a Client Job Invoice

5. Navigate to APPROVE > Expense Claims

6. Check the box next to the approver's name

7. Click Reject

8. Enter an Expense Claim Reject Comment and click Reject

9. An Accountability system message and email will be sent to the employee advising that their claim has been rejected. The employee must make the requested changes and re-submit for approval.

Reassign an Expense Claim

10. Navigate to APPROVE > Expense Claims

11. Check the box next to the approver's name

12. Click Reassign

13. Enter/Choose a new approver and click Select

14. A notification will appear at the bottom of the screen confirming that the reassignment was successful.

Additionally, the Accountability system will send a message to the new approver, notifying them that an expense claim requires their approval.