Approve or reject expense claims
Before you proceed
Make sure that an approval workflow is configured in Approval.
Make sure that no receipts have the On hold status before submitting the claim.
NoteA claim cannot be sent to approval if it includes any receipt with the On hold status. Make sure that no receipts have the On hold status before submitting the claim. For more information, see: Expense claims (EP301030)
Approve an individual expense claim
Go to the Expense claims (EP301030) window.
In the top part, clear the Employee field to see the full list of the expense claims that you are allowed to access.
Click the link in the Reference no. column for the expense claim that you want to approve.
This brings up the Expense claim (EP301000) window, where you can view the details of the claim.
If you accept the details of the expense claim, click Send to Approval in the window toolbar.
Once the expense claim is sent to approval, its approval status changes to Sent to Approval, and when it reaches Approval its status changes to Pending.
Go to Approval, identify the expense claim in the My Tasks tab, and then click the Approve icon on the line.
Once an expense claim is approved, its approval status changes to Approved (in Visma Net ) and it can be released. For more information, see: Release expense claims
Approve multiple expense claims
Go to the Expense claims (EP301030) window.
In the top part, clear the Employee field to see the full list of the expense claims that you are allowed to access.
Click the link in the Reference no. column for the expense claim that you want to approve.
This brings up the Expense claim (EP301000) window, where you can view the details of the claim.
If you accept the details of the expense claim, click Send to Approval in the window toolbar.
Once the expense claim is sent to approval, its approval status changes to Sent to Approval, and when it reaches Approval its status changes to Pending.
Repeat step 1 - 4 for each expense claim to be sent to approval.
Go to Approval, and identify the expense claims in the My Tasks tab.
Select multiple expense claims at once, and then click Approve selected.
Once an expense claim is approved, its approval status changes to Approved (in Visma Net ) and it can be released. For more information, see: Release expense claims
Reject an individual expense claim
If an expense claim contains incorrect data or for some other reason needs rejection, it is possible to reject the claim from Approval.
- Go to Approval, identify the expense claim in the My Tasks tab, and then click the Reject icon on the line.
- Specify a rejection reason in the appearing Reject pop-up dialog box, and then click OK.
Once an expense claim is rejected, its approval status changes to Rejected (in Visma Net ) and it cannot be released. To release it, you need to make the relevant corrections and repeat the approval process.