Approving Reports
Relevant to the 
Expense Approver role.
This section also covers;- •Rejecting Reports •Rejecting individual expenses on the Expense Report •Delegating Reports for approval by another employee |
Watch the videos;-
Approving expense reports
Rejecting expenses by line
1.Sign in to the Zetadocs Expenses app on your mobile device, or Zetadocs Expenses website using your Microsoft or Zetadocs account details.
2.Choose the 
Tasks tile.
3.Select Tasks to do from the page filtering options and choose the expense report you want to approve.
4.Choose the first expense on the report to review it. Choose Approve to approve it and move onto the next expense. Choose the More button to Reject the individual expense - provide a rejection comment so that it is returned to the submitter with enough information to resubmit correctly.
5.Once each expense has been individually approved, or rejected the expense report is ready to be approved.
6.Choose the Approve button to approve the report – if the individual expenses attached to the report have not been approved separately you will be shown a message asking if you want to approve these now. Choose – ‘Yes’ to proceed.
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7.Enter any relevant Comments – these will be saved in the Expense Report History section for future reference.
8.Choose the Approve button.
