Create 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.

To create a pre-approval request:

1. In the side menu, select Expenses.

2. Click the Pre-Approval tab.

3. Click + Pre Approval.

4. Add the Name, Travel from and to dates, and Description.

5. Select a suitable Category of expense, e.g. hotel, and complete the Expense description, quantity and rate etc.

   4. The fields will vary, depending on the category.

6. To add additional lines press + Expense and fill in the boxes.

7. You can add attachments using the Add Attachment button to support your pre-approval request.

8. When complete, click Save a draft or Submit your pre-approval request. A saved request will appear in your Expenses > Pre-Approval tab flagged as a draft.

Editing / updating a pre-approval request

• You can make changes to any draft claim by selecting it and clicking Edit.

• For each pre-approval, you can submit, delete, or add notes (web only). To do this, tick the claim’s check box, then click the Submit / Delete / Notes buttons on the right.

• The flag on the left of the pre-approval will show its current status, e.g. draft, approved, or submitted.