How to Approve Expenses

    Users within the Approve Expenses role have the ability to approve Expenses records within the system.

    Locate the Expenses Dataset

    1. Select the Operations category from the menu then Expenses.

    Expenses Dataset

    Approve Expenses

    1. From the Search screen shown, enter the relevant criteria to locate the record(s) required:

    Expenses Search

    1. The results will show in grid view as shown:

    Expenses Search

    1. Highlight the relevant row(s) for the Expense record(s) you wish to approve, select Functions>Approve Expenses.
    2. When complete, the system will show a message to advise the user that the Expenses have been approved.

    Expenses have now been approved.