How to approve an expense
Submitted expenses can be reviewed and approved by someone with the right permissions before they are finalized.
#When to use this
Use this when you are responsible for reviewing team expenses.
#Step by step
1
Open expense review
Go to the Finance expenses review area.
2
Review the expense
Check the amount, category, and receipt.
3
Decide
Approve or reject the expense.
#Expected result
What you should see
The expense is approved or rejected, and its status updates accordingly.
#Common mistakes
- Approving without checking receipts.
- Leaving expenses pending, delaying reporting.
#Troubleshooting
| If this happens | Try this |
|---|---|
| I cannot approve expenses | Approval requires the right finance permissions; ask an admin to grant them. |
#Best practices
- Review receipts before approving.
- Clear the review queue regularly.
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