Expense Approvals and Payments

Review claims

Open Expenses → Approvals to see claims awaiting your decision. Review the claimant, type, cost centre, amount, description, and every supporting document.

You can:

• Approve the claim or a lower approved amount.
• Approve and forward it to another approver when another review stage is required.
• Return it to the claimant for changes.
• Reject it.

A note is required when returning, rejecting, or approving and forwarding. When reducing an approved amount, explain the change clearly.

Forwarded claims retain the prior approved amount. A later approver can approve that amount or reduce it further, but cannot increase it beyond the earlier approval.

Process payments

Users with payment-management permission can open Expenses → Payments to review approved claims and record their payment status.

Some approved expenses may instead be included in a payroll run. Confirm your workspace's reimbursement process before marking an item paid independently.

Permissions

Submitting, viewing team claims, approving, managing payments, using AI extraction, and configuring expense types are separate capabilities. Controls only appear when your role has the corresponding permission.