How To Review Business Expenses

Please note: Stipend Admins are not automatically assigned Business Expense Review or Admin Access. Click here to see the steps for updating user access. 

Business Expense Admin View Demo:

This is an interactive demo that walks through each step of the Admin Dashboard. It highlights the key tools to manage employee perks, track usage, and customize offerings. Please review for hands-on guidance on maximizing the platform’s value.

1. Click Review Claims on the left sidebar.

Access the “Review” Tab

• At the top, you’ll see tabs for Stipend claims, Business expenses, or Professional development. Click Business expenses to review these claims.

Locate and Filter Expenses

• Use the search bar at the top of the table to find a specific expense report by title or employee name.
• To filter by status (e.g., Submitted, Reviewed, Reviewed by manager), you can select these option on the right hand side under Status.

3. After clicking View for a specific expense report, you will see all the expenses listed for that report. Once you click on an expense, you will see the review screen. This is where you can either Edit, Reject, or Approve an expense. 

4. Review Options:

• When clicking Edit, you will have the ability to edit all of the details of the submitted expense, including the receipt if necessary. After making the appropriate edits, click Save.

• When clicking Reject, you will have the ability to reject the expense and provide a reason that will be sent to the employee via e-mail. 

Below is an example of the email that is sent to an employee when an expense is rejected. Please keep in mind that once an expense is rejected an employee does not have the ability to edit it and the expense will need to be resubmitted. 

• When clicking Approve, you will be directed back to the full business expense report page.

Please note, you do have the ability to Unapprove an expense that you previously approved.

5. After the Manager approves the expense, the Finance Reviewer will also need to approve the expense before it will show on the payroll report. 

6. Once all expense reports have been reviewed by both reviewers, you can then Run Payroll for Business Expenses.