Assess expense claims

It's possible that within your organization, you're responsible for reviewing expense claims submitted by your colleagues. When there are expense claims that require your review, you'll be notified through an email. Additionally, on your dashboard under 'Actions', you'll see the expense claim(s) that need to be reviewed:

Reviewing Expense Claims

Go to Expenses / Review to see an overview of all the expense claims that you need to review.

In this overview, you can click on a row to review the expense claim. At the top of the page, you can choose to either approve or reject all expense claim items at once. Alternatively, you can review each individual expense claim item. You can do this by indicating whether it should be approved or rejected. A third option is to choose 'On Hold'. You would choose this option if you need to inquire about specific costs with other colleagues before making a decision. If you select this option, you must provide an explanation, so that other colleagues know that the review of this expense claim is pending.

Ask for an Opinion

If you need to ask a colleague for further input, you can use the 'Ask Opinion' option. This button is located at the top of the screen. Clicking on it allows you to send a message to another colleague, perhaps about specific expenses made:

Once you've reviewed all the items, you can click 'Save' or 'Save and Next' at the top to continue reviewing more expense claims. Expense claim items that you've rejected will be sent back to the employee for revisions. Expense claims that you've approved will, depending on the configured approval process, either move on to the next approver or, if everyone has approved, move to the Export stage. From the Export stage, the financial department can prepare the expense claim for payment.

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