How to Approve/Decline Expense Claims on the Engage App

If you are a Branch Manager (or a manager to a Branch Manager) you may have received an email notification advising that you need to approve/decline a submitted expense claim. 

You are able to complete this through the web application of Engage, or you can also process the expense claim on the Engage app. 

To do this, click on 'Your Actions':

Find the title 'Expense Claim Actions' from the list and click on this button: 

Any pending expense claims will be listed here. Click on View to show more details about these expense claims. 

From here, you can View to expand more details, see any documents attached, and you have the option of either approving at line level (which works well when there are multiple expenses attached to one claim), or approve / decline all as necessary. 

If you decline and expense claim, you will be prompted to provide a decline reason which the requester will also be able to see: 

Once approved / declined, the requester will receive an email notification letting them know the details about their expense claim status. 

If you wanted to refer back to an expense claim at a later stage, you can use the Engage web portal to find more information as required. 

If you have any other queries about Expense Claims or any other areas of Engage, please contact support@engagesolutions.co.nz and we will get back to you ASAP.