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How to approve expenses

To Approve expenses, you need to have the user role of Expense Approver and be assigned to the project you are approving materials for.

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Step 1.

Go to Expenses under the Approval tab.

You will see the Expense Approval screen, with the different statuses displayed.

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Step 2.

Expand the week, you will see a list of team members with submitted expenses, and the status of their entry.

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Step 3.

Click on the team member you want to approve expenses for.

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Step 4.

If you are happy with the expenses your team members have submitted, move the button to approved, then click Commit.

If the expenses submitted are inaccurate or for any other reason, you can reject the expense.

Then, click Commit.

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Step 5.

If for any reason you want to revert or undo an expense that has already been committed (saved) then click the refresh icon.

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