Approving pre-approval requests

Pre-approved expenses are expenses that are approved before any funds are spent. These are often used for expenses such as travel.

When a pre-approval request is submitted, an email is sent to the designated individual or line manager to approve.

1. In the side-menu, click Approval

2. Requests will be displayed in the Pre-Approval tab.

3. Click the checkbox to the left of the claimant’s name.

4. The options: Approve, Reject, and Notes appear in the right sidebar.

   • If the Notes option is used the claimant will see a speech bubble icon in the request.

5. To review the details of a request, click the request and the pop-up box will appear.

6. You can also add attachments, such as train tickets, when approving.

7. Click Approve or Reject. If you are rejecting the request, you should provide a reason.

8. The claimant will be notified about the pre-approval decision.

Viewing pre-approval requests

Finance and administrator user are able to view all pre-approval requests. To do this:

1. In the side menu, select Insights.

2. Click the Pre-Approvals tab.

3. Filter options are available in the right side bar.