Approving Reports

From the Dashboard, locate the My Tasks section. Any reports that are pending your review will be listed here.

💡 Click the relevant report to begin reviewing.

Once the report loads, you'll see all statement transactions displayed in the main table.

To review an individual transaction, click the row you wish to inspect. This will open the Details Sidepanel.

In the sidepanel, you can see the linked expense information, including receipts and any notes added.

After reviewing all transactions, scroll down and click the green “Approve” button at the bottom of the page.

A confirmation popup will appear showing a summary of the approval steps. Click Approve again to finalize.