If you are appointed as an approver in your company’s approval flow, you need to approve expenses or invoices before they are sent to the Finance department for review.

You can find spending that need to be approved within the web and mobile app according to the document type:

• Single-expenses
• Trips
• Invoices

Approving in the mobile app To approve an expense, trip or invoice: Go to Spend tab and then tap Approvals Select Expenses, Trips, or Invoices tab. Tap the expense or invoice and tap either Approve or Send back.

Approving in the web app To approve an expense, trip, or invoice: Go to Spend > Approvals > Approvals list. Click Approvals list. Select Single expenses, Trip expenses or Invoices tab. To approve a single expense or invoice, click it to view it and click either Approve or Send back. Tip: You can approve multiple expenses or invoices by selecting the checkbox and clicking Approve selection.

Here you find all expenses and trips grouped by cost object and employee. With invoices, you can filter by specific criteria. By default, key information such as the business purpose, total claim, cost object, date and notifications are displayed.

By default, you can’t edit any fields in the expense or invoice. If you see any incorrect information, you need to send the expense or invoice back to the person who submitted it.

Click on any item to open the full report. You have three options to proceed:

• If the expense or invoice is submitted correctly, select Approve.
• Select Send back if you want to send back the report for clarification. Enter the reason for sending the report back. This is always required.
• If you want to reject the expense or invoice permanently, select Send back and select the checkbox Reject this expense permanently.

Note: Rejected expenses or invoices cannot be submitted again. Depending on company settings, this option may not be available to you.