How to Approve Expenses
Expenses need to be approved by the final approval admin in Abacus before they can be paid out or sync to your accounting software. This article outlines where and how to approve expenses from your Admin dashboard.
Where to approve expenses:
Inbox: Your ‘Inbox’ contains any expenses that are currently awaiting your direct approval
Pending: Your ‘Pending Inbox’ contains any expenses that are awaiting approval from another manager or admin. Once these are approved by the designated user, they will then move into your ‘Inbox.’
How to approve expenses:
- Click on ‘Inbox’ - this will show you all of the expenses that need your approval. If you would like to view a certain filter of expenses, click on the arrow next to the inbox to expand and see your options:
In this particular example, we are able to get more granular by filtering through the expenses that need our approval by ‘Category,’ ‘User,’ and ‘Department.’
Once you have chosen your desired viewpoint, you can then approve expenses in the following ways:
Select all of the expenses at the top by selecting the checkbox next to the number of items awaiting your approval. Then hit the ‘Approve’ button in the bottom right hand corner. See image below for a reference:
Approve multiple expenses
Select the individual expenses you would like to approve by clicking on the checkbox and then click the approve button in the bottom right hand corner.
To approve one expense at a time, click on the expense you would like to approve and then click on the blue approve button in the bottom right hand corner.