Ways to Approval

There are three ways to approve a document; 

• Expenses mobile app: For full details on the app, see Using the Mobile App to Approve Expense Claims. 
• Expenses Claims listing grid in the system
• Email

Approval Notifications

There are two ways to be notified of approval requests; Email and Mobile. 

For web-based approval (system or email), select Email in the Approver account. See Workflow Approval for more details on setting up approvers. 

If you are an Expenses Approver who is setup to receive email notifications, you will receive an email notification with documents totals:

1. Click on the Approve or Reject button. If there are multiple approvers in a step and only one approver is required, the other approver/s will be informed when they click on the Approve or Reject option.
2. Enter an optional note, then click Approve or Reject. If you are unsure about whether to Approve or Reject a document, select an option but leave a note stating your concerns. All notes will appear in the email to all approvers, so the next approver in line will see your note.

Documents with a status of ‘Awaiting Approval’ can be approved. 

1. Go to the Expense Claims Listing Grid and find the Expense Claim.
2. Under Actions, select Register Approval or Rejection. 
3. Enter an optional note and click Approve or Reject. If you are unsure about whether to Approve/Reject a document, you must select an option but can leave a note stating your concerns. All notes will appear in the email to all approvers, so the next approver in line will see your note.