Before you start
Prerequisites and permissions
Have ready
- Expense-review access and a submitted claim.
Access rules
- You need the relevant financial and review permissions to see amounts or approve claims.
Where to find it
Navigation map
- Review claims
- Expenses → Claims
Walkthrough
Step by step
- 01
Review source and current version
Check claimant, purpose, evidence, amount, currency, tax and related work before choosing an outcome.
- 02
Choose one reasoned outcome
Approve only verified claims. Rejection or correction requests require a useful reason without exposing unrelated private information.
- 03
Confirm the result
An approval creates at most one unreviewed Draft Expense. Reload after conflicts instead of repeating the action.
Troubleshooting
If something does not look right
The review action reports a conflict.
Reload the claim, review its current version and existing outcome, then act only if the decision is still required.
Keep going