• What are the differences between Approved, To Process and History 


It’s important to know the difference between these three terms when processing expenses;



Approved Expenses
To Process
History
Employee requests that are approved by the employee’s manager and tagged as “Approved”.
Process approved expense transactions for payout.
After processing approved expenses, these expense transactions will be moved to the History tab.



  • Where to get started


To process expenses for payout:


  1. On your admin dashboard, head to the left panel.
  2. Click Expenses > Process.
  3. Click Get Approved Expenses. This will retrieve all approved transactions and group them as “To Process”. 
  4. Confirm by clicking Confirm. Wait for the page to refresh.
  5. Click Set As Processed.
  6. Select cut off date & time, to move only approved transactions that are within that time frame and have them processed. 
  7. Confirm by clicking Confirm. Wait for the page to refresh.
  8. All selected processed transactions will be moved to the History tab.