As an approver, you will receive an email when you are required to approve an expense. You must review the expense claim and decide whether to approve or reject it.
Note: If you’re not receiving notifications, check your spam/junk folders and check your User Settings > Preferences to make sure notifications aren’t turned off.
Approving and rejecting on web
The email from Capture Expense will contain details about the approval and a link for you to access it. You can also access your approvals by clicking Approvals in the side menu.
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Select the relevant expense(s) to read more information about it.
In the action menu on the right, click either Approve or Reject.
If you are rejecting an expense, enter a suitable reason.
Click Approve / Reject. The claimant will be notified.
Approved expense claims will be added to Expenses > Archived tab.
Rejected claims will be return to the user’s Expenses > Draft tab with a flag marking it as rejected.
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Approving and rejecting on mobile
As with the web above, you will receive an email with a link to take you to the expense you need to approve.
Within the main menu of the app, all your outstanding approvals will be shown.
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Tap the select button at the top-right.
Tap each receipt you want to approve.
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Either tap approve or reject. You must enter a reason if you are rejecting an expense.
Any completed approvals will be removed from your list, and users will be notified about approved / rejected approvals.
Approved expenses appear in the Archived section, and rejected expenses can be found under Drafts (where the user can edit and re-submit them)