Approve expenses
Expenses entered by employees wait for approval before they are booked, reported or invoiced.
Approval keeps the books clean. An expense entered by an employee is checked by a person with the right Approve expenses first. Administrators always have this right.
Where to find itFinance → Expenses and the role setting Approve expenses under Expenses.
What happens to a new expense
- An employee enters it in the form, by receipt scan or in the app. Its status is Waiting for approval.
- It is not in accounting, not in the expense reports and not billable to a customer.
- An administrator's own expenses are booked at once. No approval is needed.
Step by step for the approver
- Open Finance → Expenses. The menu shows how many are waiting.
- Use the Approval filter to see them.
- Open the expense and check it.
- Click Approve. The expense is booked and can be invoiced.
- Or click Reject and enter a Reason. The reason is required. The employee sees it.
IDup informs the employee by bell, push and e-mail, in their language.
After a rejection
The employee changes the expense and saves it again. It then waits for approval a second time.
Expenses that existed before approval was introduced are not affected.
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