What this screen is for
Where expenses need a second pair of eyes before they are accepted, they collect here. Each row shows the date, category, vendor, amount and current approval status, with buttons to approve it or to reject it. Rejecting asks for a reason, which is recorded against the expense rather than communicated separately.
When to use it
Work through this list on whatever rhythm your business uses — daily, weekly, or before a payment run. The approval rules that decide which expenses arrive here are reached from the button in the header.
What you see on this screen
The list holds only expenses awaiting a decision. Its columns are:
- Date — the expense date
- Category — the expense category it was recorded under
- Vendor — who was or will be paid, or a dash where none was named
- Amount — the amount claimed
- Status — the approval status the expense currently carries
- Actions — Approve and Reject
Approving takes effect immediately. Reject opens a box that requires a reason before it will go through; the reason is stored against the expense.
Filters and actions
There are no filters on this screen — it is a queue, and an expense leaves it once a decision is recorded. Approval Rules in the header opens the rules that decide which expenses need approving and who decides them. To see expenses that have already been approved or rejected, use the full expenses list.
Related
- All Expenses — the full record, including expenses already decided
- Vendor Claims — the equivalent queue for claims submitted by vendors