Submit expenses for approval

You can submit expenses anytime, but many organizations set schedules (for example, daily or weekly) for approvals.

Who can use this?

Plans:

  • Resource Management

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

  2. Select Add an Expense. 
  3. Enter details for each expense and select Add.
  4. When you've added all your expenses, select Submit for Approval.

Submit expense for approval

Review submitted expenses

  1. Select Approvals. 
  2. On the left sidebar, select My Time & Expenses. 
  3. Use filters to find expenses:
    • 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.

Resubmit expenses

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