Claim Request Approval

MANAGER SELF SERVICE · APPROVALS

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

Approval flow

⚙ Before You Begin

▸Check the claim policy for the amount and category.

▸Open the attached receipt and verify legibility.

▸Confirm the expense ties to a legitimate business activity.

✨ WHAT YOU'LL ACHIEVE<

▸Approve in full, approve with adjustments, or reject.

▸Add comments that guide the employee / finance team.

▸Track status through to finance payout.

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

How to Approve or Reject Expense Claims in Workwisely