Approving an Expense Report


When an expense report is submitted for approval, the approver receives an email alerting them that an expense report is awaiting their approval. This article shows you how, as a Manager, to approve expense reports.

Step 1: On your account homepage, click Approval Requests.  


Step 2: On the next page, you will see all of the expense reports awaiting your approval. To view a specific expense report, select the Employee name or the view (document) icon under the View column to open the expense report in a new browser window.  

Step 3: On the next page, you will see options for different detail views. Click the view icon to expand or collapse the expense details.

To view a receipt in an expense line, click the view (document) icon under the Receipt column. A red exclamation mark under the Receipt column indicates that there is no receipt image attached to the expense line. A green checkmark in the Receipt column indicates that there is no receipt image attached to the expense line, however, no receipt is required for this expense according to your company’s policies. 

To view vendor and location details, click the arrow (>) under the Details column. A red exclamation mark under the Details column indicates that the expense may be out of company policy.

Step 4: If you have a question about an expense line, or about the expense report, there are several actions available under the Other Actions menu. To access this menu, click the arrow (>) under the Approval column and select the item name. 

Step 5: To approve the entire expense report, select Approve All next to Expenses. To approve specific expense lines, click the green checkmark under the Approval column for that expense line. After approving, select Submit for Reimbursement to send the expense report to the next approver. 

Step 6: By clicking Submit for Reimbursement, an email preview will be displayed. Enter text in the Enter your comments field as needed for the next approver. Click Submit to complete the approval process.



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