Once a user submits an Expense Report for approval, the user with approval permission can approve or reject it.
Access the account with approval permission.
Go to the Expenses Reports folder.
Click the Review tab.
On the list of Expense Reports waiting for approval, click View.
You see details of the Expense Report. and the list of expenses compiled in the report. Click View next to each expense to view more details about it.
📌TIP: You can click Download to download the expense report as either a PDF or Excel document.
Once you've reviewed the submitted expense report, either click Approve or Reject.
If you want someone else to approve it, click Reassign, then select the other approver.
When you click Approve, click Approve again to confirm it
When you click Reject, you can enter a rejection reason, then click Reject again to confirm
📎NOTE: If you receive the message - Forbidden You don’t have access to the link you requested - when approving a report, check your permissions. You can only approve an expense if you're assigned as an Expenses Approver.
If your permission is correct, and you're still getting the Forbidden message, try private browsing in your browser or a different browser.
What happens after you approve an expense?
The expense and expense report appears as 'Approved' in your list of expenses and reports.
The Expense Report also becomes a purchase invoice in your Purchase folder.
What happens after you reject an expense?
When you reject an expense report, its status shows as 'Rejected'.
You can submit the rejected expense report again. Just view the expense report and click Re-Open. Its status changes from 'Rejected to 'Open', and you now have the option again to submit it.
📎NOTE: If the Approver has left or doesn't have access to their account anymore, no users will be able to access the expense report. You need to contact the support team by email to release the report for you.