Approve expense reports

Approve or decline employee expense reports from the Inbox and review what you have approved.

Managers approve or decline employee expense reports directly from the Inbox page.

To open the Inbox page:

1. Click the inbox icon in the top navigation.
2. Open the Expense Reports tab.

Expense report statuses

An expense report can have one of the following statuses:

• Draft: The report has been created but is only visible to the employee.
• Submitted: The report has been submitted by the employee and is visible to their resource managers and to users with the manage-projects permission.
• Checked: A designated user has reviewed the report to confirm that the required details and supporting documents are complete and correctly formatted.
• Approved: The report has been approved by a manager and is ready for payment processing.
• Rejected: The report has been declined by a manager and requires changes before it can be resubmitted.
• Paid: The approved report has been processed.

After approval

To view the expense reports you approved, select the Expense Reports tab:

Rejected expense reports

When an expense report is rejected, the employee can re-open it, make the necessary changes, and submit it again.