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How can I approve submitted expenses?

As a cost object owner or line manager you have the task to approve submitted expenses. Here, you can learn how it works.

Yokoy Team avatar
Written by Yokoy Team
Updated over 3 months ago

The content of this article applies to both our mobile app and our web app.

On Mobile App:

Mobile_Manager_Approval.gif

On Web App:

Web_Manager_Approval.gif

If you are appointed as an approver in your company’s approval flow, you will find the Manager menu below the Submitter menu.

To find all expense reports, which need to be approved, go to My tasks and click on the Approvals tab. Alternatively, go to the Manager section and click on the Approvals tab. Here you finde all expense reports grouped by cost center and user. By default, key information, such as the business purpose, total claim, cost object, date and notifications are displayed.

Next, click on any item to open the full expense report. Now, you have three options how to proceed:

  1. If the expense is submitted correctly, click on Approve.

  2. Click on Needs revision if you want to send back the report for clarification. Please enter the reason for sending back the expense report. This is always required.

  3. If you want to reject the expense report permanently, tick the checkbox Reject this expense permanently.
    Note: Rejected expenses cannot be resubmitted again.
    Depending on company settings, this option might not be available to you.

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