Approving Reports - Manager Guide
Updated
Reviewing employees' reports and approving or rejecting expenses is a key responsibility for managers. To grasp the process better, let's break it down step by step.
- Email Notification for approvers:
Approvers receive an email notification once a report is submitted for approval. In contrast, accountants receive an email notification when a report is sent to accounting.
Once the email is sent to the approvers, the next step is:
- Expense approval:
For this, three alternatives are possible:
- Approval on Web:
In order to get to know the steps required to accomplish this task, please refer to this article.
- Approval on Mobile:
The approval process is also possible on the mobile app. You can find all the details in the same article.
- Approval on Teams App:
The Expensya application on Teams empowers users to add, review, and submit their professional expenses. Additionally, it provides managers with the capability to review their employees' reports and either approve or reject their expenses.
- Exception Requests:
In certain situations, employees may submit specific requests, known as exception requests, for their approvers to review. These requests involve seeking reimbursement for the full amount of an expense or an amount exceeding a ceiling set by the tenant.
Get to know the exception requests through this article.
