How to handle expense approvals as an Admin?

As an Admin, you are not only acting in your role as a 'regular approver' responsible for completing an expense approval step, but also as a power user who can help resolve bottlenecks by taking action on behalf of others.

To take an action as an Admin, navigate to the 'Expenses' page. 

The 'Expenses' page includes three tabs as follows:

• All - includes all the entity's expenses in various statuses such as 'Pending', 'In Review', 'Declined', 'Approved', 'Paid', 'Canceled', etc.
• In Review - includes all the expenses that are still pending approvals per the company's expense approval flow. 
• Incomplete – Includes expenses that were either uploaded in bulk or received via an external corporate card feed (e.g., AMEX). These expenses are in draft status, awaiting entry into the approval flow. They are pending required data, such as a receipt, memo, and Spend Category, which must be provided by the expense owner.

Note: The mentioned pages offer the option to bulk update Custom Fields and Spend Categories. 

To take an action as an Administrator, click the 'In review' tab, use the filters to locate relevant expenses, click a specific request, navigate to the three dots in the upper right corner, and act. 

Notes:

• Approvers (i.e., any user added to the approval flow) need to navigate to the 'Pending My Approval' tab, choose 'Expenses', and take an action (e.g., Approve, Decline, or Reassign).
• To schedule payment as an Admin, navigate to the Reimbursement payment page.