How to Manage Pre Approvals

Modified on Wed, 26 Jul, 2023 at 3:23 PM

On the Web

Go to Expense > Team Pre Approvals > All Records

This offers an overview of any pre approvals submitted by your team or the company.

You can search for a specific employee or pre approval name in the search bar.

You can also filter by the Status of the pre approval request (All, Approved, Pending, Rejected).

Project Name: The name of the project for the pre approval
Employee: The employee that the pre approval applies to
Description: Short description of what the pre approval is for
Start Date: The start date from which the pre approval will apply
End Date: The end date after which the pre approval will no longer apply
Created on: When was the pre-approval request made
Status: Approved/Pending/Rejected

Managing Pre Approvals

To manage pre approvals, click on the 3 dots menu to View, Edit or Delete

Editing Pre Approvals

Name: Name of pre approval is mandatory
Select Employee: The employee requesting the pre approval
Description: A short description of what this pre approval request is for
Start Date: The start date from which the pre approval will apply
End Date: The end date after which the pre approval will no longer apply
Set Limits: Tick this box to set limits
Expense type 1:
- Select Expense Type
- Amount: Key in the limit amount
- Type: Choose to limit per request/per day/month/per calendar year

Red Bin Icon: delete an expense type
'+' Icon: to add more options within the same expense type
Save/Cancel: Save or cancel the configuration for the pre approval

On Mobile

Go to HR > Expense > Team Expense.

Go to Team Pre Approvals > All records. Click into the pre approval record and tap on the Edit icon at the top right of the screen to update a pre approval request.