Approving expense reports on GetGoing is quick and straightforward, helping you keep expenses organized and accurate across your team. Once a report is submitted, approvers are notified immediately by email for fast and efficient review.
By following these steps, approvers can manage expense reports with ease and confidence, ensuring accuracy and compliance across the board. Here’s how you can approve or request changes to an expense report.
1. Navigate to the Expense Reports Page
Go to the Expense Reports page to see all submitted reports awaiting review. You’ll find a list of reports submitted by team members.
2. Click on a Report to Review It
Select a report to view its details, including individual expenses and any notes from the submitter.
3. Check That All Expenses Are Accurate
Review each expense within the report, confirming that dates, amounts, categories, and other fields are correct. This helps ensure transparency and accuracy for every submission.
4. Verify That the Expense Report Aligns with Company Policies
Make sure the report complies with your company’s expense policies. Check for any out-of-policy expenses or amounts that may require further clarification.
5. Approve if Everything Looks Good
If everything is accurate and within policy, click "Approve" to complete the review process. The submitter will be notified, and the report will move forward.
6. Reject and Leave a Reason if Changes Are Needed
If any items don’t align with policies, or if there are errors, click "Reject" and provide a brief reason for the rejection. This feedback helps the submitter know exactly what needs to be corrected.
