Adding Comments
The Comments section lets employees and approvers communicate directly within an expense entry. Use comments to ask questions, provide clarification, or give feedback.
Why Use Comments?
❓
Request Information
"Can you provide the itemized receipt?"
💡
Clarify Details
"This was for the client meeting on March 15th."
❌
Explain Rejection
"The uploaded receipt is unclear. Please upload a clearer image and re-submit."
✅
Confirm Approval
"Approved. Great job on the client presentation!"
How to Add a Comment
1
Open ExpenseGo to Expenses and click on the specific expense.
2
Scroll DownScroll down to find the Comments section.
3
Write & SendClick Comment, type your message, and click Send.
Best Practices & Visibility
👥
Who Can See?
Comments are fully visible to everyone involved in the workflow: Employee, Approver, and Finance Team.
🎯
Be Specific
Mention exactly what is needed to avoid back-and-forth delays.
👔
Be Professional
Comments are permanent and part of the official financial audit trail.