How to approve or reject expense reports
Review report evidence and record an approval or rejection within your authorized workflow.
What to do
- Confirm that you are an authorized approver for the report. If the review controls are missing, ask the company administrator to check your role and assignment.
- Open the report awaiting your review and check its receipts, business purposes, amounts, currencies, and policy requirements.
- If information is missing, follow your company’s process for requesting clarification before deciding.
- Use the approval or rejection controls available in your workspace and include an explanatory comment where your process allows.
- Check that the report status reflects your action and notify the submitter through your company’s established process when clarification is needed.
If you need help
Do not approve your own expenses unless company policy explicitly permits it. Recorded approval does not by itself confirm that money has been transferred.
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