Supervisors and users with permissions to approve travel reimbursements can approve them directly from the report so that the travel reimbursements can be forwarded for example to payroll. The travel reimbursement report can be found under the Time & expenses section in reporting. We recommend saving the report as a favourite so that approving travel reimbursements is easier by opening the report directly from the top menu.
- Click Reports > Report creation
- Select Time & expenses > Travels and open the Travel reimbursements report
- By default the time frame Last 90 days is selected
- Edit the default filters if needed
- You can review a travel reimbursement by clicking its number
- After reviewing the travel reimbursement, its travel reimbursement status can be changed to Approved or Not approved
When changing the travel reimbursement status of a travel reimbursement created by another user, an email sending option opens automatically. If you wish, you can send a notification to the user by email or not approve it. The travel reimbursement status changes even if the notification window is closed or the email is not sent, so the status must be changed back to the desired status manually.
Supervisors and travel reimbursement approvers can quickly review attachments for travel reimbursements from all travel expense rows. This can be done by opening the travel reimbursement and hovering the mouse over the travel expense row. Click the Preview attachment icon to review the attachment. Attachment preview also shows travel expenses without a receipt so you can review all expenses at once.
Keywords: travel reimbursement approval, travel reimbursement report, Time & expenses, report creation, travel reimbursement status, approved or not approved, email notification, reviewing travel expenses, attachment preview, travel expenses without a receipt
Did you find it helpful? Yes No
Send feedback