Access and review all pending claims submitted by your subordinates!
Approving Claims (Mobile)
Make sure to review the details of the request before you approve.
Step 1: Access the Expenses
Click More from the dashboard and find Expenses
Step 2: Go to Team Claims page
Click on any pending request you want to preview claim details. You may also check the documentation/s attached to verify.
Step 3: Approve or Decline a claim
Once approved, it will automatically disappear in your dashboard for pending list and will then be ready for disbursement.
Approving Claims (Web)
>>Expenses >Team Expenses
Make sure to review the details of the request before you approve.
Step 1: Access the Claims in Team Expenses - you will automatically be directed to see list of all claims pending your approval
Use Filters and Date Range to ease your approval process.
Step 2: Review Claims - click an Expense Claims to preview details and verify information
Step 3: Approve or Decline a claim
Approve claims in bulk by selecting all pending claims in the page then click "Bulk Actions".
- Bulk Approvals page will show brief overview of Total Pending Claims and Total Amount
- Only pending claims that have been selected for bulk approvals will be included here
Once approved, it will automatically disappear in your dashboard for pending list and will then be ready for disbursement.
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