Claim Request Approval
Claim Request Approval
Review team members' expense reimbursement claims — verify receipts, policy compliance, and approve or reject with clear reasoning.
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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