Approve or Decline Expense Reports

Steps to Approve or Decline an Expense Report

1. Access the Reports to Approve Module
   From the Expense tab, go to the Reports to Approve module.
   

2. View Pending Expense Reports
   The Reports to Approve screen will display a list of all expense reports awaiting your approval.
   

3. Ways to Approve or Decline an Expense Report
   You have three options to approve or decline a report:

   1. Swipe Left on the Report:
      On the Reports to Approve screen, swipe left on the expense report you want to approve or decline.
      Tap the corresponding Approve or Decline button.
      

   2. Select Multiple Reports:
      Tap the hamburger menu in the upper right corner and choose Select.
      Select the reports you want to approve or decline.
      Return to the hamburger menu and tap Approve Report or Decline Report.
      

   3. From the Report Details Screen:
      Tap an expense report to open its details.
      At the bottom of the screen, tap either Approve Report or Decline Report.
         

4. Confirm Your Decision

   1. If you approve the report, a confirmation message will appear. Once confirmed, the report will be removed from your approval list.
      

   2. If there are additional approvers in the workflow, the report will move to the next approver or accounting queue.

   3. If you decline the report, a confirmation message will prompt you to confirm the decline and optionally add a comment.
         
      

   4. After declining, the report will be removed from your approval list and sent back to the submitter for review and revision.

   5. Your comment will be saved and visible to the submitter.
      

5.  Review Expense Details and Add Comments
   From the expense report details screen, you can review all expense items and attached receipts.
   You may also add comments to specific expenses as needed.
   

For web browser or desktop application instructions, please refer to this article.