Expense Claim Approvers
Creation date: 19/6/2024 11:45 am
Updated: 19/6/2024 11:52 am
If you have our Expense Claims module switched on, any employee that is listed as a Branch Manager has the ability to approve or decline expense claims that get submitted.
To learn more about our Expense Claims module, please click here.
Adding a Branch Manager
To add in your Branch Managers, click on Customer Admin / Organisation / Branches / "Edit", and add the employee to the Branch Manager(s) field. Please note there are no limits to the number of branch managers you can add. The expense claim approvals will work on a first-come first-serve basis.
Please note that the branch that the expense claim is attached to will depend on the branch that the employee submitting the expense claim is from. If you are unsure which branch and employee is attached to, you can click on Employees and use the 'Branch' drop-down, or Reports / Report Builder to customise a full report of your employees.
If you are interested in learning more about other potential areas that Branch Managers can see, please click here.
Approving an Expense Claim
To approve/decline an expense claim, you can either do this on the web via the Expense Claims Awaiting Approval widget on the left hand side of your Engage dashboard:
Or via Your Actions / 'Expense Claim Actions' on the Engage app:
Please note if you Decline a request, you will need to enter a decline reason, which will notify the employee who submitted the request via email.
If a Branch Manager is the one that is approving an expense claim, the approval process will be redirected to their direct manager instead.
If you have any other queries regarding Expense Claims or any other areas of Engage, please contact support@engagesolutions.co.nz and we will get back to you as soon as we can.
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