Approve, reject, or pay a claim

Approve, reject, or pay a claim

Managers review submitted claims and move them through approval and payment.

Approve or reject

1. Open a claim in Submitted status.
2. Select Approve to approve it, or Reject to send it back for changes.

Mark as paid

1. Open an Approved claim.
2. Optionally enter a Payment reference, such as a check number.
3. Leave Post to GL ticked to record the expense in the general ledger (debit Mileage/Vehicle Expense, credit Cash), or untick it to mark paid without a ledger entry.
4. Select Mark as Paid.

Posting to the GL requires a Mileage/Vehicle Expense and a Cash default account to be configured. If they are not, the claim is still marked paid and a note explains that no ledger entry was made.