Approval

The Approval menu shows expenses waiting for your decision and the progress of expenses moving through approval workflows.

Find a request

1. Open Approval.
2. Search by title, user, or transaction reference.
3. Use status filters and sorting to prioritize your work.
4. Select a request to open its details.

Review a request

Before making a decision, check:

• the transaction information and expense owner;
• vendor, date, category, and payment method;
• items, amounts, tax, and total;
• attachments;
• approval progress and history;
• any possible duplicate indicator.

If a duplicate review is unresolved, complete that review first. Approval actions may remain unavailable until the duplicate status is resolved.

Approve a request

1. Make sure the information and transaction evidence are appropriate.
2. Select Approve.
3. Add a reason or note if needed.
4. Confirm the decision.

The request moves to the next approver or is completed if you are on the final step.

Reject a request

1. Select Reject.
2. Enter a rejection reason. This is required so the expense owner knows what action is needed.
3. Confirm the decision.

Understand progress

• Waiting: cannot be processed until an earlier step is completed.
• Pending: waiting for an approver's decision.
• Approved: the step has been approved.
• Rejected: the request was rejected.
• Skipped: the step was skipped according to the applicable rule.

Make decisions from your own account so the approval history remains clear.

Next

Continue to Disbursement.