How do I approve an expense claim?

Once a user has submitted an Expense claim, as an approver, you will receive an email notifying you that a submission has been made. Once you have signed into Capture Expense, you can approve or reject the claim.

Important!

If you have not received your emails, check your spam/junk folders.

 

To approve a claim

1. Click on the Expense Claim # link in the notification email. 
   
2. You will land on the Sign in view.
3. Sign in. You will land on the Expenses view.
   
4. Tap Claims to Approve. You will land on the Approval view. 
   
5. Tap the Select button. 
6. Tap the receipt(s) you wish to approve. 
   
7. Perform either of the following:

• Tap the Reject button. You are required to enter a reason for the rejection.
  
  Once you have tapped OK, the claim is removed from the Approval view.
  
  And the user receives a confirmation email notifying them that their claim is rejected. From there they can sign in to Capture Expense and then review, edit and resubmit the claim for approval.
  
• Tap the Approve button. The claim is moved from the Approval view to the Archive view. 
  
  And the user receives a confirmation email notifying them that their claim is approved.
  

As an approver, you can edit a claim on behalf of the user, if necessary.

1. Select the claim in the Approval view
2. Tap through to the Approve view.
   
3. Update the claim.
4. Tap the Save button. 
5. Click the Approve button. The claimant will receive a notification email.

What's Next

1. Scan Receipts.
2. Raise Draft Expense Claims from Receipts.
3. Submit Expense Claim for Approval.
4. Approve Expense Claim.