How do I approve Expense Claims?

Modified on Thu, 16 Feb, 2023 at 1:55 PM

Note: If you have Expenses pending to be approved, a reminder will appear on the Dashboard.

To access Approvals from the Navigation Panel, under Private Zones, click Approvals.
There are three tabs displayed, select the tab for Expenses.
The page displayed will list all outstanding approvals awaiting your attention.
To review each submission, click on the appropriate line. Your options are to Approve or Deny.
If approved, the entry will no longer be shown on the page. The Expense will be included in the next Invoice created for this project.
If denied, an email will be sent to the original requestor informing them of the denial. As approver you do not have to give a reason for the denial, but you may wish to do so manually. The requestor must then resubmit, if necessary, a new expense claim.