How do I approve an expense claim?

Once a user has submitted an Expense claim, as an approver, you will receive an email notifying you that a submission has been made. Once you have signed into Capture Expense, you can approve or reject the claim.

 

To approve a claim

1. Click on the Expense Claim # link in the notification email. 
   
   
   You are taken to Approval's Stage 1 tab. 
   
2. Select the relevant Expense claim. The Actions menu appears.
3. Click the Approve button. 
   
   
   A message appears stating: Are you sure you want to approve the selected claims?
4. Click the Approve button. An notification email is sent to the claimant and the approved claim is archived in Expenses.