How to approve card expenses in the Klippa Web App?
- Make sure you are logged in to the Web App.
- Navigate to Manage reports in the left menu.
- Click on Card. In your to do list you will find an overview of reports that you have to approve.
- Click on the report you want to approve. You will now see the overview of the expenses in this report.
- Now click on one of the expenses in the report. Then you click on the status that applies. A few options are explained below.
- Incomplete: the expense is re-offered to the submitter. After making adjustments (e.g. clarifying the description), the submitter can resubmit the expense (see this article)
- Approved: the expense is approved and, after saving, forwarded to the next approver or a financial employee for further processing.
- Once all expenses have been approved, the status of the report will change to "Approved".
- You can also choose to approve multiple expenses from a report at the same time, then select all expenses from the report by clicking on the checkboxes. Then choose Change status in the Actions menu.
Updated on: 22/02/2024
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