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Expense Validation and Review

The Approval Cycle & Expense Workflow

This article provides a comprehensive guide to understanding the different statuses a recorded expense goes through during its lifecycle on Expensya. From being uploaded and verified to being submitted and validated, each status signifies a specific stage in the expense management process. The article provides detailed descriptions for each status, along with notes and warnings to ensure a better understanding of the process.

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Reviewing an Expense

This comprehensive guide offers in-depth insights into various functionalities offered by the Expensya web and mobile apps, covering the process of reviewing expenses, exception requests, adding guests to an expense, dividing an expense into multiple categories, and translating invoices. Each section provides a detailed explanation of the function's purpose, how it works, and tips for proper usage to enhance efficiency. This guide also contains references to additional articles for a deeper understanding of each function. The readers may expect to gain advanced knowledge about using the Expensya apps for optimal expense management.

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Submitting an Expense for Approval

This article is a user-friendly guide on how to effectively manage expenses using Expensya. It details procedures for automatic expense recovery, individual expense submission, and handling multiple expenses. It provides step-by-step instructions and images to help navigate these functionalities. A holistic resource for anyone eager to fully utilize the cost-efficient features of Expensya.

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Reducing the Payback Time

This insightful article provides essential tips on how to expedite the reimbursement process when using Expensya. It advises users on the best practices such as adding an expense as soon as it's incurred and understanding the specific deadlines set by their companies. It also highlights the beneficial use of the AutoNDF feature of Expensya to speed up the process.

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Expenses Approval on the Web and Mobile App

This article illustrates the process for managers to review and either approve or reject expenses submitted by employees on Expensya. It details guidelines for both the website and mobile application version. Managers receive an email notifying them of any expense submissions, which they can then review. Approval or rejection of these expense reports changes the report status, with the submitter being informed via email about the update.

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Approving Reports

This article presents a detailed guide for managers to effectively navigate through the crucial process of reviewing employees' reports and approving or rejecting expenses. Validators receive email notifications when a report has been submitted for their validation and they can run the validation process either via the Expensya web platform, the mobile application, or the Teams application. Additionally, the article mentions provision for employees to make exception requests for reimbursement that exceeds a company-set limit.

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