Hi!

If your company uses an expense workflow and you are part of the approval chain, this guide is for you.

As an approver, you will be receiving all expense requests in your Inbox:


All requests that you have to review will be in PENDING. Once your approve or decline them, they will move to the ALL tab.

Here's how the approval process looks like in the Web portal:

  1. Go to your Inbox

  2. Select a request that you would like to review

  3. Review all relevant information from the expense

  4. Review the document submitted by the employee

  5. If you want to proceed with approving, you can simply click on Approve.
    That way, accountants can continue with their reviewal process.

  6. If you want to decline the expense, press on the button.

  7. A flyout will appear where you can provide a reason for the decline.

  8. When you decline a request for a card expense, this will not delete the expense but simply make the decline reason visible for the accountant.

  9. When you decline a request for any other expense, this will delete the expense as well.

Here's how the approval process looks like in the mobile app:

  1. Go to your inbox (third tab on the bottom)

  2. As an approver you will be able to see the requests that you have to review in PENDING. Those that you have already approved or declined will be under the ALL tab.

  3. Click on an expense request that you want to take action on.

  4. Review the expense information

  5. Scroll down and view the document.

  6. Approve or Decline the request.

As always, if you have any questions, don't hesitate to contact us!

Did this answer your question?