Approve or refuse expense claims

Employees send what they spent as a claim from My space. You check the receipts, then approve it (it goes into your books) or refuse it with a reason they can fix.

Steps

1. Open Expenses. In the menu, click Expenses. Waiting for approval lists the claims sent to you, with the total. Click a claim.

   

2. Check the expenses and receipts. Each line shows the date, the category, who paid and the amount. Click a receipt to open it in a new tab.

   

3. Approve or refuse. Click Approve to accept the claim. To turn it down, type a Reason to refuse, for example Receipt missing, and click Refuse: the employee sees it and can fix the claim.

   

4. Confirm. The claim is Approved and booked: the expenses, and what you owe the employee.

   

Note You can't approve your own claim. Someone else with access to Expenses has to do it.

Good to know

• Expenses paid with the company card or company cash don't need paying back: only To pay back is owed to the employee.
• Next: pay back the claim, directly or with the salary.