Once staff members have submitted their expense claims, they will need to be reviewed by the Project Manager, in the case of a project expense, or the Line Manager, in the case of an expense incurred on a non-project activity.
Expense claims can be easily reviewed for approval as follows:
- Begin by clicking Approvals in the main menu and selecting the name of the relevant Approver before clicking Load.
- In the Expense tab, you will see any submitted expense claims awaiting approval.
- To approve the expense claims, click on the tick next to the each entry.
- To reject an entry, click on the cross and add a Rejection Reason before clicking Done. This rejection, along with the feedback will travel back to the employee, allowing the channel of communication between the approver and employee to stay open.
- Once you have completed all the required approvals and/or rejections, click Submit near the top of the page to finalise these expense claims and update the actual costs to the relevant projects.
We hope this article was helpful. If you have any questions, please do not hesitate to reach out to us. Our support team is always happy to help!