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How do I Approve an Expense?

  • Updated

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.

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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.

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2. Approving multiple expenses

Select a single or multiple expenses.

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Or select here to select all expenses.

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Click the Approve button, and you are done.

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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.