How to validate an expense?

Depending on the approval policy there is in place at your company, you may need to validate employees' pending reimbursement requests or card transactions.

To view the list of expenses, click on "Validations". There are 3 separate views:

• All: both reimbursement requests and mobile app & card transactions
• Refunds: only reimbursement requests
• Transactions: only mobile app & card transactions

In the search and filter bar you can easily filter on the  Review status "Pending". This way, you'll only see expenses that are awaiting validation of an admin. You can also add other filters if looking for specific expenses. 

💡 Expenses can be validated one by one or in bulk

Validating a single expense

To validate a single expense, click on the expense:

• Approve if it complies with your company's mobility policy, and the employee has provided the necessary info (receipt/comment)
• Refuse if it does not comply
• Ask for more info in case you need additional information from the employee to make a decision. The status of the expense will then change to "info required", and the employee will receive an email and notification to review it
• Delete the expense (only use this for wrongly created expenses)

💡 Payment card expenses and app expenses cannot be refused or deleted

💡 Once the Refund status of an expense is "Reimbursed, it cannot be modified anymore

Validating expenses in bulk

To validate expenses in bulk:

• Select the expenses you want to validate
• Approve, reject or delete the expense

💡 If you also have a user account, you'll be able to switch between your admin and user dashboard in the bottom left corner of your web dashboard