Expense Report Approvals establish a new level of User Privilege: the Expense Approver. Now specific account users can be assigned to sign off on other employees' expenses.
You can now assign the 'Expense Approver' role to new and existing account users.
Now, when Basic Users have completed their Expense Reports, they need to select the report and click Submit for Approval
Then chose an Assigned Approver and click submit.
The Assigned Approver can be; a user set up as an Expense Approver, the Admin User for the account, or your Bookkeeper/Accountant who can access your account.
The Expense Report will be marked as 'submitted for approval'.
The Expense Approver will receive a notification email and they can click on the Go To Report button contained in the email.
Or they can to log in to Receipt Bank, navigate to the Expense Report section and click on the report.
They can edit the details of the Expense Report or click to Approve Report.
Once approved a confirmation banner will appear.