Approving Expenses

Quick Summary:

1. Submitting an Expense
2. Pending Expenses
3. Approving Expenses

Step-by-Step Guide:

1. Submitting an Expense
   After expenses have been saved and submitted, they will need to be approved by the person you have delegated these responsibilities. By default the Administrator has access to approve expenses, but you can assign these permissions individually. There are 2 ways to submit an expense.
   
   First, use the Time & Expense method.
   
   
   
   Second, you can now submit an expense at the same time you are filling in your timesheet.
   
   
2. Pending Expenses
   Accounts Payable is where you can see all expenses waiting to be approved or in 'Pending' status.  Click the 'Review & Approve' button to open the details of that expense.  NOTE: If you don’t see an expense, go back to where you entered the expense ('Time & Expense', or your timesheet) and make sure that expense has been submitted.
   
   
3. Approving Expenses
   After an expense(s) have been reviewed, and everything looks good, click the 'Save & Approve' button. If changes need to be made to an expense, click the arrow by the 'Action' button to delete, move, or reject that expense. A new window will appear for you to add a message explaining why you are rejecting the expense. Once you have rejected the expense, a notification will pop up on the employee's dashboard where they can view your message and make the applicable changes.  The expense is now available to make changes and resubmit.
   
   

   SUCCESS!!!

   You have successfully learned how to Approve an Expense! If you have other questions related to Expenses, see the other articles in our Everything 101 section.  Can't find what you're looking for?  Try the main knowledge base search at https://support.squava.com.  If you’re still unable to find what you're looking for, give us a call, submit a request ticket, or send us a chat message