Expenses and approval

Under Expenses, there are five tabs:

• All: View all expenses.
• Pending: View expenses awaiting settlement and/or enrichment by cardholders.
• Review needed: View expenses that need approval from Expense Managers.

Expense Managers can:

• Approve: Open the expense and click Approve.
• Reject: Open the expense, click Reject, then select Missing information or Personal expense.
• Split: Open the expense, click the Split tab and adjust as needed. Expenses can be split into categories by amount, percentage or part.
• Ready for accounting: View approved expenses ready for accounting. To export:
  1. Select the expense or expenses.
  2. Click Export.
  3. Add a name and comment to finalize the export.
• Exported: View expenses that have already been exported. Expenses are grouped by team when exported.

On the Expenses page, you can notify multiple employees at once to encourage them to enrich and submit their expenses. This is done from the Pending tab.

1. Select the expenses you want to send notifications about.
2. Click Notify employee.
3. Use the default comment or update it as preferred, then confirm that you want to notify the selected employees.
4. The employees receive a push notification with the selected message, taking them directly to the expense that requires attention.

Yes. Expense Managers can edit categories, cost codes, and other details before approving.