This article is aimed at expense account approvers who wish to learn how to process requests received in the expense account module.
Processing and editing a request
When employees send you expense accounts, you can see them in the Pending requests section of the home page. Clicking on a pending expense account request takes you to the expense account module.
We suggest you view the request before approving it, to verify the information. To do so, click on the eye icon. Under the Approval column, you can click on the check mark to approve the request, or on the x to reject it.
To edit the request, click on the edit icon. In the request details at the bottom of the page, you can save your changes.
Back in the list of requests, under the Approval column, you can also click on the check mark to approve the request, or on the x to reject it. Under these options, Next indicates the person who must approve the request.
An email will be sent to the employee to inform them of your response.
Deleting a request
When a request is awaiting your approval, you can click on the trash icon to delete it. Once approved, you can only view the employee's request. You can also delete a rejected request.