How to Process Expense Requests in the App
This guide provides a clear walkthrough for processing expense requests in the app, helping users efficiently manage approvals, rejections, and returns. By following the steps below, you’ll learn how to navigate the interface and communicate reasons for returning requests effectively.
Navigating to Expense Requests
Navigate to the adaptive app
Click “Expenses”
Click “Tasks”
Tabs Overview
There are 3 tabs in the Tasks section:
- Action Required: Shows all requests pending your response.
- Returned: Displays all expenses that were returned to employees for updates.
- History: Lists all historical expenses and their status, including "Paid," "Returned," "Pending Payment," "Pending Approval," and "Rejected" items.
Viewing and Processing Requests
Click “VIEW” to expand the details of a request.
You will see three options:
- APPROVE: Allows the expense to be reimbursed with payroll.
- REJECT: Denies the request for reimbursement.
- RETURN: Sends the request back to the employee for clarification.
When you approve, reject, or return an expense request, the employee will automatically receive a notification.
If you reject or return a request, a pop-up window will prompt you to provide a reason.
This reason will be visible to the employee and should clearly explain why the request was not approved.
Returning an expense
Click "return"
A window will pop up, asking you to provide a reason.
Enter a reason, such as “Please add a receipt.”
Be specific in your return comments to help employees make the necessary changes.
Click “Return” to send it back to the employee.
The employee will be notified about the return and the reason it was returned and will be able to correct it and resubmit.
Approving Multiple Expenses
To approve multiple expenses at once, navigate to the "Action Required" tab.
Click on the "List" icon.
Select the expenses you would like to approve
Click "Approve"
