Approval Options: Approve and Forward vs. Final Approve

Depending on your role in the approval workflow (for example, Manager or Final Approver), you may have different options when approving reports. You will always receive an email notification when a report requires your approval.

The notification email contains a link that takes you directly to the web application, where you can open the report and approve it.

Finding Reports That Need Approval

If multiple reports are waiting for your approval, you can filter them:

1. Go to the Reports Overview.

2. Click in the find and filter box.

3. Select To Approve from the first dropdown menu.

4. Click Save.

You will now see all reports requiring your approval. Depending on your role:

• Reports may show the status Submitted or Processing.

• Your name will be listed in the Manager column

👉 Tip: Don’t forget to reset the filter afterward to see all reports again.

Reviewing a Report

1. Click the report title to open it.

2. Review all included expenses.

3. At the bottom, preview images of receipts are displayed.

   • Click a receipt to view it in full size.

Approval Options

When approving a report, you’ll see different options depending on your role in the workflow:

Approve and Forward

• Use this option if another approver (for example, Finance) needs to review the report after you.

• A dialog box opens where you can:

  • See the email address of the next approver.

  • Add an optional message for them.

• Once approved, the report status changes to Processing.
  

Final Approve

• Use this option if you are the last approver in the workflow.

• A dialog box opens where you can:

  • Add a note to the report.

  • (Optional) Notify all previous approvers by checking the box.

• Once approved, the report status changes to Approved.

• The report owner is always notified.

Rejecting a Report

If a report is not correct, it can be rejected.

👉 Learn more in our guide: Rejecting a Report.