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:  

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

Steps:  

1. Navigate to APPROVE > Expense Claims. 
2. Check the box next to the approver's name. 
3. Click REJECT. 
4. Enter an Expense Claim Reject Comment and click REJECT. 
   
5. 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:  

1. Navigate to APPROVE > Expense Claims. 
2. Check the box next to the approver's name. 
3. Click REASSIGN. 
4. An Accountability system message will be sent to the new approver advising them that they have an expense claim to approve.