Approve expense reports

Related module:

In this article:

• Approve expense reports
  • Bulk approval
  • From the expense report
  • Warning message

Approve expense reports

Access: Home page > Notes à valider

From the home page, managers have single-click access to all expense reports they need to check and approve.

From this page, you can approve or decline pending expense reports one by one using the icon buttons from the list:

Bulk approval

You can also approve several expense reports at once:

• Select the expense reports to approve (checkbox on the left of each line)
• Click the 'Actions' button at the top of the column
• Click 'Valider'

From the expense report

You can also open each expense report to check and approve it from this window.

• Click the expense report to approve to open it
• Click the 'Valider' button on the right side

• Click 'Autres actions' to enter a comment, request more information or decline an expense report

Warning message

A 'Attention' icon is displayed when an item is not compliant and requires your attention:

It can be:

• exceeding a ceiling
• non-compliance with certain control rules: missing receipt, missing vehicle registration document...

You can then decide to approve the expense report anyway, request more information (by clicking Autres actions > Plus d'informations) or decline it.

Keywords associated with this article:  

Expense report - Reimbursement of business expenses - Professional expenses - Expenses - approve - manager view - approval - manager