The Expenses section gives you a central place to review and manage expense requests submitted by your team. From here, you can view expense details and take action by approving, declining, or cancelling a request.
View an Expense
- From the left-hand menu, click Expenses. The Expenses page displays all expense requests submitted by your team, along with their relevant details.
- Click on an expense to open and review its details.
Approve, Decline or Cancel an Expense
After reviewing the expense, you can choose to Approve, Decline, or Cancel it.
- Approve – Approve the expense.
- Decline – Decline the expense and provide a reason.
- Cancel – Cancel the expense.
If you choose Decline, a Decline Reason pop-up will appear. Enter the reason for declining the expense, then click Decline.
The worker will receive a notification once the expense has been actioned.
Quickly Approve or Decline Expenses
For a faster way to manage expenses, you can also approve or decline an expense directly from the Expenses list.
Click the menu button (•••) on the right of the relevant expense and select the appropriate action.