Approving an expense item advances it to the next step on the approval workflow. If the item is approved at the final step in the workflow, the status changes from Submitted to Approved, and it will be ready for export to your ERP (if applicable).
Non-Administrator users in Nexonia can only approve expense items that are currently in the Submitted status and assigned to them for approval, or assigned to a user for whom they have proxy access to perform approvals.
Users with Administrator role access have the ability to approve Submitted expenses that are assigned to any user.
Expenses can only be approved from the Approvals page.
- To approve all submitted items in an expense report:
Locate the expense report > click Action (on the expense report line) > Approve > OK.
- To approve all submitted items in multiple expense reports:
Use the checkboxes on the left to select multiple expense reports > click Action (button along the top of the page) > Approve > OK.
- To approve an individual expense item:
Open an expense report > locate the item you wish to reject > click Action (on the expense item line) > Approve > OK.
- To approve multiple expense items within an expense report:
Open an expense report > use the checkboxes on the left to select multiple expense items > click More (button) > Approve > OK.