• What are approved and rejected expense claims:

Approved Expenses are employee expense requests that are approved by the employee’s manager. Under the Status column, it is tagged as “Approved”.

 

Rejected Expenses are employee expense requests that are rejected by the employee’s manager. Under the Status column, it is tagged as “Rejected”.

 

As an admin, you have the option to Approve or Reject employee expense requests on behalf of the employees’ manager.

 


  • To approve expense claims on behalf of a manager:
  1. Head to the left panel. Click Expenses > Transactions.

  2. Key in expense ID or employee name in the search bar. Wait for a few moments and it should load automatically.

  3. Click on the desired Pending transaction to view more details.





  1. Click Approve On Behalf.





  1. Enter remarks if you would like, then click Approve.





  1. The approval workflow is logged at the bottom of the page. This will also be reflected on your users’ end. If there is more than one level of approval for the expense, the expense will follow the routing you have set and notify the next approver. Admins may repeat this step until the expense is fully approved, if needed.



  • Can an admin reject expenses that have been approved by the manager?

Yes. As an admin, you have the option to reject employee expense requests even when they have been approved. Admins normally have to reject expenses when they realise that expense claims are incomplete, unauthorised, or wrongly approved. Once rejected on the system, employees can be asked to revise and resubmit their claim.

 


  • To reject expense claims on behalf of a manager:
  1. Head to the left panel. Click Expenses > Transactions.

  2. Key in expense ID or employee name in the search bar. Wait for a few moments and it should load automatically.

  3. Click on the desired Approved transaction to view more details.

  4. Click Reject On Behalf.

  5. Employees will receive a notification to revise and resubmit their claim, if needed.