Transaction Approval

Transaction Approval

Use transaction approval to require Reviewers and Admins to approve transactions or mark them as out of policy after they occur.

Set Up Expense Auditing

Configure rules that require certain transactions to be reviewed.

You must be an Admin, Accountant, or Reviewer to set up Expense Auditing.

Expense Policy page showing the Expense Auditing section and the Add Rule option.

1. Go to the Expense Policy page.
2. Under Expense Auditing, select + Add Rule.
3. Define the conditions that require a transaction to be reviewed.
4. Select Save.

Expense Auditing Fields

Use one or more of the following conditions to trigger review.

  • Over the amount: Require review for transactions above a specified dollar amount (for example, over $100).

  • With a category of: Require review for transactions assigned to a specific category (for example, GL codes).

  • With a custom field of: Enforce review for transactions associated with a specific custom field.

  • With a location of: Require review for transactions associated with a specific location.

Edit Expense Auditing Rules

Modify an existing rule if your policy requirements change.

1. Go to the Expense Policy page.
2. Under Expense Auditing, select the arrow next to the rule you want to edit.
3. Select Edit.
4. Make your changes.
5. Select Save.

Delete Expense Auditing Rules

Remove a rule that is no longer needed.

1. Go to the Expense Policy page.
2. Under Expense Auditing, select the arrow next to the rule you want to delete.
3. Select Delete.

Approve A Transaction

After a transaction is made, a Reviewer or Admin can go to the to review and approve it.

Follow these steps to approve a transaction from the Transactions page.

Steps

1. Go to Transactions in the left navigation menu.
2. Locate the transaction you want to review.
3. Select the More Actions button (the dropdown arrow) next to the transaction amount.
4. Select Approve.

The transaction status updates to reflect the approval.

Unapprove A Transaction

Follow these steps to undo a previously approved transaction.

Steps

1. Go to Transactions in the left navigation menu.
2. Locate the transaction that has already been approved.
3. Select the More Actions button (the dropdown arrow) next to the transaction amount.
4. Select Undo Approval.

The transaction status updates and the approval is removed.

Mark A Transaction As Out Of Policy

Flag transactions that do not meet company policy requirements.

If a transaction does not comply with policy, select Out of Policy.

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