How to approve, reject or reassign an Expense Claim
Users with approval access can easily approve, reject or reassign an expense claim within the platform.
Approve an expense claim
Steps:
- Navigate to APPROVE > Expense Claims.
- Check the box next to the approver's name.
- Click APPROVE.
- A message will appear at the bottom of the screen confirming the approval.
Reject a client job invoice
Steps:
- Navigate to APPROVE > Expense Claims.
- Check the box next to the approver's name.
- Click REJECT.
- Enter an Expense Claim Reject Comment and click REJECT.
- 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
Steps:
- Navigate to APPROVE > Expense Claims.
- Check the box next to the approver's name.
- Click REASSIGN.
- An Accountability system message will be sent to the new approver advising them that they have an expense claim to approve.