How to Approve or Reject Expense Claims in Workwisely

Claim Request Approval

  • All claim requests go through an approval process to ensure error-free payroll for employees.

  • Navigate to My Team → Travel & Expenses → Approvals or Taskbox → Approval Management

  • For each claim record, click the View Invoice button. A preview of the submitted document will be displayed, if the format is not supported then click the download button to review the document. All related invoices details will also be visible for your review.

  • In the claim record, locate the Approval Amount field. Click the Edit icon to update the approved amount if necessary. After making the changes, click the Tick icon to save the updated amount. If no changes are required, retain the existing claim amount.

  • After review, choose to Approve or Reject the claim.


Fig: Claim Request Approval


Fig: Claim Request- View Invoice


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