The Expense Management approval process
Approving expenses in any organization should be a quick, streamlined, and easy-to-understand process, which benefits both the organization and its employees.
After an expense has been created and submitted, it is sent to the assigned approver, who reviews it and either accepts or rejects it.
Refer to the following table for more details around the approval and rejection workflows.
Set up an approval workflow
- Approve purchase documents, expenses, and sales documents across companies that you have access to, see Using the Continia Web Approval Portal.
- To approve documents, see Approving documents.
- Rejecting documents dismisses them, yet still retains them in the database (it does not delete them). You can also add rejection comments, see Rejecting documents.
- Ensure accurate financial processing and compliance by being able to edit a posting. For more information, see Editing posting in the web approval portal.
- Set up the Web Approval Portal and configure users for it, see Setting up Web Approval.
- Automatically forward approval tasks to another approver for a set period of time, see Approval sharing.