Based on the workflow defined, as a reporting manager, you can approve the expense claims made by your reportees.
Once your team member applies for reimbursement expenses, you will receive an email notification with details of the claim request.
Below are the steps to approve or decline the expense claim request.
Click the “Menu Bar" on the home page.
Select the type of approval, financial year, and status levels from the drop-down menu.
Select “Expense” and “Submitted for approval”.
All the claims which have been submitted for approval will be displayed.
Select the claim you wish to approve/decline.
Enter the “Remarks” and click the “Approve” or “Decline” option.
Once you click “approve”, the status will be displayed as “Submitted to accounts”.
An email notification will be sent to your reportees that you have approved/declined the claim and the request will be processed accordingly.