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Submit an Expense Report for approval

How to submit expense reports for an approver to review.

Oliver Cook avatar
Written by Oliver Cook
Updated over 8 months ago

After you upload an expense and have assigned it to an Expense Report, you can submit the Expenses Report for approval.

📎NOTE: You can only submit Expense Reports with a positive total. You can't submit negative totals to an Approver.


Submit a single Expense Report

  1. Go to the Expenses folder.

  2. Click the Reports tab, then click View on the relevant report.

  3. After you confirm all necessary expenses have been added to the report, click Submit.

  4. The status of your report changes to 'Pending' as you wait for your assigned Approver to approve it.


Submit multiple Expense Reports

  1. Go to the Expenses folder.

  2. Click the Reports tab, then select the relevant Expense Reports.

  3. Click Actions, then on the dropdown click Submit.


  4. Select your approver then click Submit.


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