Submit expenses for approval

1. On your My Work page, select Time & Expenses, and then select Expenses.

2. Select Add an Expense and fill out the form. When you've added all your expenses, select Submit for Approval.

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Use the approvals tab

You can review approved, pending approval, and rejected time (and/or expenses) from the approval tab on your My Work page.

Review submitted expenses:

• On the Approvals tab, click My Time & Expenses. 

Use filters on the left side bar to see time by:

• Time Frame: Use a preset or custom date range. 
• Type: Switch between time and expenses (if your organization tracks both). 
• Approval status: Show approved, rejected, or pending approval status. 
• Approver: Filter items on specific approvers.

Resubmit expenses

You can edit and resubmit an expense report before it's approved. After you edit the time entry you'd like to adjust, select Submit for Approval.

Set time or expenses to lock automatically

Resourcing Admins can set submitted expenses to lock upon approval.

1. Open Account Settings.
   1. If you're working in Resource Management in Smartsheet, select the kebab menu in the top right corner, then select Settings. Select Account Settings.
   2. If you're working in standalone Resource Management, select Settings > Account Settings.
2. Navigate to the Approval Workflow section.
3. Select the option to Lock time and expense entries when approved.

Activating this setting means that users can't edit their approved expense entries in any way.

If this setting is not activated, users can add expenses to approved entries.