About expense claim approval

In Approval you can configure approval workflows based on different rules for approving expense claims by:

• List of approvers
• Any approver with this cost unit role
• The department manager
• The project manager
• Any approver with this project unit role

If the company has a Approval license, an expense claim with the submitted status can be assigned to an authorised employee for approval.

A claim cannot be sent to approval if it includes any receipt with the On hold status. Make sure that no receipts have the On hold status before submitting the claim. For more information, see: Expense claims (EP301030)

Once the expense claim is sent to approval, its approval status changes to Sent to Approval, and when it reaches Approval its status changes to Pending.

Approval or rejection of expense claims

Expense claims can be approved or rejected in Approval, which is available only if the company has a Approval license.

If you have access to Approval, you can view claims in accordance with the rules applied to all documents listed in this window (that is, you can view the expense claims assigned to you).

You can approve multiple selected expense claims at once by clicking the Approve selected button, or you can approve only a particular claim by clicking the Approve icon on the line. It is also possible to reject an expense claim. For more information, see: Approve or reject expense claims