As an approver on Fyle, you play a crucial role in establishing accurate and compliant expense reporting. This article provides an overview of the approval process and the actions you can take.
Approval process
When an employee submits an expense report, it's automatically routed to you for approval. You'll receive a notification for the same. Your responsibilities include:
Reviewing expenses: Carefully examine each expense in the report, including the amount, merchant, category, and attached receipts.
Verifying accuracy and compliance: Ensure the expenses are accurate, legitimate business expenses, and comply with your organization's policies.
Approving or rejecting: Approve the report if everything is in order. If there are issues, you can send the report back to the employee for corrections or reject it entirely.
Actions you can take
View report: Access and review the expense report details, including individual expenses and receipts.
Approve report: Approve the report if it meets all requirements.
Send back report: Return the report to the employee with comments requesting clarification or corrections.
Reject report (if applicable): Reject the report if it doesn't meet the requirements and cannot be corrected.
Comment on expenses: Add comments to specific expenses or the entire report.
Edit expenses (if applicable): Depending on your organization's settings, you may be able to edit expense details.
Add an approver: Add another approver to the report if needed.
Share report: Share the report with others via email.
Download report: Download the report as a PDF or spreadsheet.
Understanding report statuses
Submitted: Awaiting your review and approval.
Approved: Approved by you.
Sent Back: Returned to the employee for corrections.
Rejected: Rejected by you (if applicable).
Processing/Paid/Closed: These statuses indicate the report has moved beyond your approval stage and is being handled by the finance/admin team.
To read about the actions an approver can perform, click here.
To know how to approve an expense report, click here.
To know how to send back an expense report, click here.
To know how to approve an advance request, click here.