Navigate to Expenses in the menu bar and click into the Tab: Pre Approval. From this view you can see Draft, Submitted and Approved, Pre Approval requests.
Click on + Pre Approval button.
Complete the popup box with: Name, Travel from and to dates, and Description.
Use the drop-down field to select the Category of Expense, e.g. hotel, and complete the Expense description, quantity and rate.
Note: Different category types display different fields.
To add additional lines press + Expense and complete the boxes.
You can add attachments using the Add Attachment button to support your pre-approval request.
When complete, using the buttons at the top of the pop-up box screen, 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.
To Edit, click on the request, make changes and save until you are ready to Submit.
By clicking in the circular checkbox adjacent to the claim, further options appear:
Submit
Delete
Notes: Notes can be added to your request and will be flagged by a speech bubble icon being displayed.
Note: Notes are only currently available in Web.
When a request is submitted the flag will be updated to display submitted.
When approved the display will be updated to Approved and an email notification will be sent.
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