|
Topic: Expenses/Timesheets > Working with Expense Claims For larger companies it is often the case that Expense Claims need to be submitted for approval before being paid. For this reason a simple approval mechanism is provided.
The Role associated with a Worker has a section under the Permissions Tab called Approval Permissions determines if the Worker can approve submitted Expense Claims (below).
 Expense Claim Approval
IMPORTANT: Expense Claims are only committed to the accounts when they have been approved.
NOTE: If you are authorized to approve Expense Claims then your Expense Claims are automatically approved when saved.
When a Expense Claim is saved (either from New or Edit state) the associated Approval Status can be set. In the example below the Expense Claim will be 'Submitted' for approval when the Document is saved.
 Expense Claim submitted for approval
NOTE: Once an Expense Claim has been approved its status cannot be changed.
Approving submitted Expense Claims If you have permission to approve Expense Claims then you can use the Expense Claims List to conveniently determine which Expenses have been submitted for approval.
 Approval of submitted Expense Claims
To accept or reject the Expense Claim, simply switch the Document into Edit mode and select the appropriate status from the 'Approval' drop-down.
NOTE: When the Expense Claim has been approved the 'Authorised by' field will show the approver's name.
Related tasks and information
|