Review Reports – For Approvers
As an authorized approver, you can review, approve, or reject reports directly in the Expense app. The approval workflow helps ensure that expenses, travel expense reports, and mileage claims are reviewed before they move on to accounting, payroll, or reimbursement processing. With built-in notifications and a simple review interface, you can quickly process reports and keep approvals moving efficiently.
Review and Approve Reports
Receive Approval Notifications
When a report is ready for review, Expense automatically sends a notification to the designated approver.
✅ This ensures you never miss pending reports.
Open Reports Awaiting Approval
- Open the Expense App
- Navigate to To Review
- View the list of reports awaiting your action
✅ All reports requiring review are displayed in one place.
Review a Report
- Select a report from the list
- Review the report overview
- Verify that all information is complete and accurate
✅ You can now inspect the report details.
Review Receipt Transactions
For expense receipts:
- Tap the transaction
- Review:
- 📎 Attached receipt
- 📊 Accounting information
- 💰 Amount and VAT
- 📁 Internal accounts
- Tap the account for additional details if needed
✅ Confirm that the transaction complies with company policies.
Review Travel Expense Reports
For travel reports:
- Open the report
- Select the Info tab
Review:
- ✈️ Travel dates
- 🌍 Destination
- 🍽️ Meal deductions
- 💰 Per diem calculations
✅ Verify that the travel information is correct.
Review Mileage Reimbursement
For mileage claims:
- Open the report
- Navigate to the Info tab
Review:
- 🚗 Vehicle information
- 📏 Distance travelled
- 📍 Destination
- 📝 Purpose of travel
✅ Verify the mileage before approval.
Approve the Report
If everything is correct:
- Scroll to the bottom of the report
- Click Approve
✅ The report is automatically forwarded for the next step, such as:
- 📊 Accounting
- 💰 Payroll processing
- 🏦 Employee reimbursement
Reject a Report
If information is missing, incorrect, or requires clarification, you can return the report to the employee.
Open the Report
- Open the Expense App
- Go to To Review
- Select the report requiring correction
✅ Review the report carefully before rejecting.
Verify the Report Details
Depending on the report type, review:
Receipts
- Attached documentation
- Accounting information
- Amounts and VAT
Travel Expense Reports
- Travel dates
- Destinations
- Allowance calculations
Mileage Reimbursement
- Distance
- Travel purpose
- Vehicle information
Reject the Report
If corrections are required:
- Click Reject at the bottom of the report
✅ The report will be returned to the employee.
Provide a Reason for Rejection
Before sending the report back:
- Enter a clear explanation of what needs to be corrected
Examples:
- Missing receipt
- Incorrect accounting
- Missing representation details
- Incorrect travel dates
- Missing mileage information
✅ The employee receives your comments and can make the necessary adjustments.
Benefits of the Approval Workflow
✅ Improved Accuracy
Reports are reviewed before accounting and reimbursement processing.
📊 Better Financial Control
Approvers can verify expenses and policy compliance.
⚡ Faster Processing
Issues can be identified and corrected early in the workflow.
👥 Clear Communication
Users receive direct feedback when corrections are required.
💡 Best Practice Tips
- ✅ Review receipts and supporting documentation carefully
- 📊 Verify VAT and accounting information when applicable
- ✈️ Check travel dates and meal deductions on travel reports
- 🚗 Confirm mileage details before approval
- 📝 Provide clear rejection comments to help employees resolve issues quickly
Frequently Asked Questions (FAQ)
Can I approve reports from the Expense app?
Yes. Reports can be reviewed and approved directly from the mobile app.
What happens after I approve a report?
The report is automatically forwarded for the next stage, such as accounting, payroll, or reimbursement processing.
Can I reject a report?
Yes. Reports can be rejected and returned to the employee with comments explaining what needs to be corrected.
Can I review travel expense reports and mileage claims?
Yes. Both travel and mileage reports can be reviewed directly through the app.
Will users see my rejection comments?
Yes. The employee receives the report together with your explanation and can update the report accordingly.
Summary
- ✅ Review reports directly from To Review in the Expense app
- 📎 Verify receipts and accounting information
- ✈️ Review travel expense reports and per diem calculations
- 🚗 Verify mileage claims and trip details
- 👍 Approve reports when everything is correct
- 🔄 Reject reports and provide feedback when corrections are required
- 🚀 Maintain an efficient and accurate approval process in Expense