Submit, review, and approve expenses

Before submission

Complete the receipt evidence and required fields while the expense is fresh. Policy or budget warnings identify context a reviewer may need; they do not erase the source record.

Submit and review

1. 1

   Submitter completes the expense

   Confirm details and submit the Ready record.

2. 2

   Reviewer decides

   Open Organization, then Approvals, and approve or reject the submitted expense.

3. 3

   Correct or hand off

   A rejected expense can be corrected and submitted again. Approved expenses are available for reporting or configured delivery.

Roles and workspace settings

Organization roles determine who can submit, review, configure the workflow, and view shared records. Administrators manage approval and workflow options under Settings, Expenses. If an action is missing, first confirm the active workspace and your role.