Reviewing expenses and budget requests in the Manager Portal

Employees submit expenses in the app. The amount is deducted from their budget straight away and the reviewer gets an email.

1. Go to Requests in the portal. Filter on status to see what is still open.
2. Open the request and approve or reject it. When rejecting, you can leave a note for the employee.
3. The employee gets an email with the outcome. If rejected, the budget is returned automatically.
4. Export the approved expenses for your finance team, who pay them out.

One-off or monthly

• One-off: one budget deduction and one payout.
• Monthly: the employee submits once for a period. The amount is deducted from the budget every month and the employer pays out every month.

You can see the type in the request and in the export. To see and review requests you need portal access and Requests permissions.