Below, you'll find responses to frequently asked questions that we often encounter:
I am an Approver for claims, how to I approve my employee’s expenses that they have submitted?
How do I reject and flag an expense submission so employee’s can re-submit?
Can I unapprove an already approved expense submission?
Welcome to the Claims module, the latest feature in Talenox designed to make managing expenses easier for everyone.
This 8-part walkthrough will guide you on the following:
Part 7 - How to Approve a New Expense? (Approver)
You are currently at Part 7 of this 8-part guide - showing you the steps to approve a new expense as a first time Claims approver. 😄
This essential guide will help understand the step-by-step on how to approve an expense submitted by your employees.
Approving Expense Submission
1) Once an employee has submitted their expenses, you can approve their expenses by heading to Claims > Approver Expenses
2) From here, you will see all the expenses by your employees for you as an Approver to review.
3) Click on one of the expenses to review it, once you have reviewed, click Approve:
Unapproving an already Approved Expense Submission
If you happened to made a mistake, you can unapproved the expense by clicking Unapprove:
Rejecting or Flagging the Submission for Employee's Amendment
1) You can reject the expense submission by clicking Reject/Flag
2) Once you Reject/Flag the expense submission, you can flag it by clicking the flag icon, and clicking the Flag issue button there after.
3) You can write in the reason of why this field was flagged, and click Save Flag
4) From this point on, your employees will receive the flagged field, and they can make amendments or reply to you in the comments.
5) Once the flags are all reviewed and you are satisfied by it, hover your mouse to the Field, and click Resolve
6) Head back to the Expense by clicking Go back and now you can Approve the expenses as guided earlier.
