How do I Approve an Expense?

The Expenses-view can be found in the following cards:

1. Main Card
2. Case Card

To approve an expense of other Users on the Main Card, head over to the Expenses-view, under the Manage Expenses section.

There are two ways to approve an expense, and they are as follows:

1. Approving a single expense
2. Approving multiple expenses

1. Approving single expense

Click the Approve button, and you are done.

2. Approving multiple expenses

Select a single or multiple expenses.

Or select here to select all expenses.

Click the Approve button, and you are done.

For more information about declining an expense, click here.

Notes:

1. Ensure that you are either a Case Manager, a Client Manager, or a User with 'Assistant'-role set up to be able to approve expenses.

2. If you are a Case Manager, the system should automatically approve an expense immediately after you register it.