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Expense Approval

Approval Workflow Overview
📤
1. SubmitsEmployee submits expense
👀
2. ReviewsFinance Admin reviews details
✅
3. DecisionApproved or Rejected
📦
4. PayoutReimbursement process starts
How to Review & Decide
Reviewing Expenses
  1. From the sidebar, click Expenses.
  2. Click on a submitted expense to view its details.
  3. Check all the details: Expense title and description, Amount and category, Vendor information, Attached receipts, Location data.

At the top-right corner, you'll see two buttons:

Expenses apre

✅

Approve

Accept the expense

❌

Reject

Decline the expense

How to Approve an Expense ✅
  1. Click the Approve button.
  2. An approval popup appears.
  3. Add approval notes (optional) - Example: "Approved under client project ABC".
  4. Click Approve to confirm.

Expenses exa

After Approval:

  • Status changes to Approved.
  • Employee is notified.
  • Reimbursement process begins.
How to Reject an Expense ❌
  1. Click the Reject button.
  2. A rejection popup appears.
  3. Enter the reason for rejection (required) - Example: "Missing receipt".
  4. Click Reject to confirm.

Expenses exr

After Rejection:

  • Status changes to Rejected.
  • Employee is notified with the reason.
  • Employee can revise and resubmit.
Tracking Expense Status

All approved and rejected expenses can be tracked in the Expenses menu.

Expenses exs

🟡

Pending

Waiting for review.

✅

Approved

Accepted, processing reimbursement.

❌

Rejected

Declined, see comments for reason.