Approving and declining expenses

• Owners and Admins can review submitted expenses and decide whether to approve or decline them. This process is managed in the Approvals section and helps ensure expense records are verified before reimbursement.

• Review expenses

• To review submitted expenses, open Approvals from the left sidebar and go to the Expenses tab.

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• In this tab, you can view a list of submitted expenses with the following information:

• - Date
  - User
  - Total amount

• You can filter the list by expense status (Pending, Approved, Declined) and choose users in the upper left corner.

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• Click on any expense in the list to open the Expense sheet approval page.

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• This view includes full expense details:

• - Date of the expense
  - Team member information
  - Project
  - Category
  - Description
  - Uploaded file (if available)
  - Total amount
  - Billable amount
• 

Approve expenses

To approve an expense, open the Expense sheet and click Approve in the upper-right corner.

You can approve multiple expenses at once from the main list. Select the expenses and click Approve selected.

Once approved, the expense is locked and no further edits are allowed.

Decline expenses

To decline an expense, open the Expense sheet and click Decline in the upper-right corner.

A new window will open where you can add a reason for the decline. After that, press Decline. The team member will receive a declined status along with your comment.

You can also decline expenses that were previously approved. Filter expenses by the Approved status and click on the needed expense.

Select Decline in the Expense sheet.

Declined expenses remain available for reference, along with the reason provided during the decline process. Filter expenses by the Declined status to view declined expenses. 

You can review the following information in the list:

- Date
- User
- Rejection note
- Total amount