Approvers are anyone who have been assigned to approve other people’s expenditures. They have access to Spend > Approvals. Approvers can check and approve, send back, or permanently reject expenses and invoices submitted by employees in the team, or to a specific cost object.
Whose expenditures you approve depends on the approval process configured for your company in Perk. In a line manager approval flow, you need to approve the expenditures of your team, whereas in a cost object approval flow, you need to approve the expenditures that are submitted to your cost object.
Note: Approvers are not responsible for checking card transaction and expense matching. Your company’s financial reviewers are responsible for this task.
Where do I find approvals?
You can find approvals in Spend > Approvals or My tasks > Approvals in the web app, and Spend > Approvals in the mobile app. Any action you perform is synced across the applications.
Web app
Expenditures requiring your assessment are found in Spend > My tasks menu, under the Approvals tab.
Further features can be found in the Spend > Approvals menu. The different sections of the menu are:
- Approvals list: This section offers the same possibilities as the Approvals tab under My tasks, just with a different view.
- Search: Filter expenditures submitted to you by various criteria.
- Cost objects: Manage the cost objects you supervise (applicable for cost object approval strategy).
Mobile app
You can find approvals in the Spend tab, under Approvals.