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Version: Current

Approve my first claim

Goal: Review and approve an expense claim that has been submitted for your approval​

Time: 1-2 minutes
You'll need: An expense claim waiting for your approval
Outcome: A successfully approved expense claim

Step 1: Find the claim to approve​

  1. In the modules menu, click Expenses and Travel
  2. Click Requests
  3. Find the claim you want to approve in the list
  4. Click on the claim to open it

Finding a claim to approve

Step 2: Review the claim header information​

  1. Check the claim header details:
    • Employee name
    • Claim description
    • Claim total
    • Any reference numbers

Step 3: Review the individual expenses​

  1. Check each expense in the claim
  2. To view receipt details:
    • Click View Uploads next to an expense
    • Check that the receipt matches the expense details
  3. To see more details:
    • Click Open Document to view the full expense record

Reviewing expenses and receipts

Step 4: Approve the claim​

  1. After reviewing all details, click the Approve button
  2. The claim will move to the next approval step or to processing for payment

Approving the claim

Success!​

You've approved your first expense claim.

The claim will now move to the next step in your organization's approval workflow. If you were the final approver, the claim will proceed to payment processing.

Tips and tricks​

  • Review all receipts carefully to ensure they match the expense details
  • Check that expenses comply with your organization's expense policy
  • You can use the document chat function if you have questions before approving
  • If you receive approval requests by email, you can approve directly from the email notification

What's next?​

If you want to dive deeper into Zudello's expenses module, the Expenses module how-to guide is the perfect place to start!