When a team member submits an expense for reimbursement, you might be asked to review and approve it.
Last updated Mar 24, 2026 · 1 min read
Click on the reimbursement in your Tasks list. You'll see:
Before you approve, compare the expense against your company's expense policy. Make sure:
If your company has specific rules (like a per-meal limit or pre-approval for certain purchases), verify those too.
If everything checks out, click Approve. The employee will be notified and the reimbursement will be processed according to your company's schedule.
If the expense is close to approval but something's off, you can click Request Changes instead of outright declining. Add a comment explaining what you need (a clearer receipt, clarification on the business purpose, etc.).
The employee will see your request and can make adjustments and resubmit.
Click Decline if the expense doesn't meet your company's policy. Always add a comment explaining why—the employee needs to understand what went wrong so they can learn and resubmit if appropriate.
Common reasons to decline:
Was this article helpful?