Approving claims

Approving claims allows you to efficiently review multiple expenses at once while ensuring all expenses are valid and properly documented. This guide explains how to review and approve expense claims in Zudello.

Best practices

To ensure effective claim approval:

• Review all header information before examining individual expenses
• Verify that receipt documentation matches the expense details
• Check that all required information has been provided
• Provide clear, detailed rejection reasons when necessary
• Process claims promptly to ensure timely reimbursement

Accessing claims for approval

To view claims awaiting your approval:

1. Click the Expenses and Travel module
2. Click the Claims submodule
3. Look for claims in Approval status
4. Click on a claim to open it for review

Reviewing claims

Reviewing header information

Before examining individual expenses, review the claim header information:

1. Check the type of spend
2. Review the description to ensure sufficient information is provided
3. Verify the correct employee has been selected
4. Confirm the claim totals are valid

Reviewing individual expenses

Next, review each expense in the claim:

1. Check that each expense includes valid:
   • Amounts
   • Dates
   • References that match the receipt context
   • Any other information required by your organisation
2. To view original receipts:
   • Click View Uploads next to the expense you want to review
   • The document will display in the document viewer on the right

3. To open any expense document for detailed review:
   • Click Open Document at the end of the expense row
   • Review all expense details

Approving a claim

After reviewing the claim, If the claim is valid and complete:

1. Click Approve
2. The claim will progress through your organisation's approval workflow

Rejecting a claim

If the claim requires changes or contains errors:

1. Click Reject

2. Enter a detailed reason for rejection in the pop-up

   Provide specific information about what needs to be corrected, as this will be the only guidance the employee receives if amending and resubmitting the claim

3. The claim will be moved to Reject Review status to be reviewed by the employee

Need help?

Contact your organisation administrator or Zudello support for assistance with approving expense claims.