Validating Reports
Updated
Reviewing employees' reports and validating 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 validators:
Validators receive an email notification once a report is submitted for validation. In contrast, accountants receive an email notification when a note is sent to accounting.
Once the email is sent to the validators, the next step is:
- Expense validation:
For this, three alternatives are possible:
- Validation on Web:
In order to get to know the steps required to accomplish this task, please refer to this article.
- Validation on Mobile:
The validation process is also possible on the mobile app. You can find all the details in the same article.
- Validation 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 validate or reject their expenses.
- Exception Requests:
In certain situations, employees may submit specific requests, known as exception requests, for their validators to review. These requests involve seeking reimbursement for the full amount of an expense or an amount exceeding a ceiling set by the company.
Get to know the exception requests through this article.
