Example workspace · Earlier interface shown.
Submit an expense. Review the evidence.
Submit an expense, then follow a Manager's review of the same record and its supporting details.
Steps you can read
- Check the saved draft
In the correct Company, review the merchant, purpose, date, category and amount.
- Add supporting evidence
Add any receipt or other evidence your Company requires before submitting.
- Submit for review
Choose Submit for review and check that the status changes to Submitted.
- Review the submitted expense
As the reviewer, open the same expense and check its details and supporting evidence.
- Record the decision
When the evidence meets your Company's requirements, select Approve, then Record decision.
- Check the approval result
Check the approval message on the same expense. The approved expense can support a separate amount review. Approval does not send money or record a payment.
Read the transcript
As the Contractor, check your saved expense:
merchant, purpose, date and amount—
one hundred and twenty-five US dollars.
This example has no receipt attached;
follow your Company’s evidence requirements.
Choose Submit for review and check Submitted.
The Manager now reviews the same expense
and its supporting details.
Approve only when the evidence is sufficient.
With Approve selected, choose Record decision.
Check the approval message.
The approved expense supports a separate amount review.
It does not send money or record a payment.
Another walkthrough: Create, submit and review an expense
Product tutorial
Create, submit and review an expense
Follow an edited Company example: create and edit a worker’s expense draft, then see its submitted state and an authorized Manager’s approval. The mobile edit cuts from the draft to the saved Submitted state. No receipt is attached in this example. Expense approval does not record or send payment.
Earlier interface shown.
Desktop Mobile
Steps you can read
- Enter the expense
In your Company, open Work, then Expenses. Enter the date incurred, amount, currency, merchant, category and business purpose.
- Save a draft
If needed, attach a supported receipt. Receipts are optional in this form; this example attaches none. Choose Save draft.
- Correct the draft
Open View expense. While it remains a draft, you can correct its details and choose Save draft again. This example clarifies the business purpose.
- Submit for review
When the details are ready, choose Submit for review. The expense becomes Submitted and its submitted details are locked while it awaits an authorized reviewer.
- Review the submitted evidence
As an authorized Manager, open the submitted expense in your review work. Check the amount, date, category, purpose and any receipt evidence.
- Record and check the decision
Choose Approve or Decline as appropriate. This example chooses Approve, adds a reason and selects Record decision. Confirm the recorded decision. Expense approval does not itself record a payment.
Read the transcript
Record the date, amount, merchant and business purpose.
Save a draft before sending it for review.
Edit the business purpose while the expense is still a draft.
When it’s ready, submit the expense for review.
The expense is submitted for review.
Manager: review the submitted amount and evidence.
Choose Approve and record your decision.
Approved expenses still need separate payment.
Review the submitted evidence
Open the expense from Attention or Expense reviews. Check the Contractor, amount, currency, date, description, receipt, and exact submitted version.
Record the decision
Choose the available approve or reject action and add the reason requested by the flow. The decision stays connected to the submitted expense version.
Financial consequence
Approval creates supported expense evidence for later amount review. It does not by itself send reimbursement or mark the Contractor Paid.