In an Admin or Finance role, you can approve reports that were submitted for approval to you. Reports can be approved individually or all together in bulk. Here are the steps you can follow to start the approval process:
Approve expense reports individually
Switch to the Organization view and select Reports from the left sidebar and click on Reports.
Under the Submitted tab, you will find a list of reports that have been submitted and are awaiting approval.
Click on the report that you wish to approve. In the View Report page that is visible, click on the Approve button on the right-hand side of your screen.
A pop-up box will appear, taking a confirmation before approving the report.
Click on Approve to proceed.
The report is now approved; you can see the change in the status of the report to Approved below the Total Amount.
You can also view the approval details above the View Comments button.
Approve expense reports in bulk
In order to approve reports in bulk, select the required reports by the checkboxes on the Reports page and click on Approve.
A pop-up box will appear, asking for confirmation before approval.
Click on the Approve button to proceed.
The reports will now be approved; and will be automatically moved to the Approved tab.
Following the mentioned steps, you can approve expense reports instantly.
To learn more about verifying expense reports, click here.
If you have any questions, write us at [email protected]. We will be happy to help!