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.
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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