On the Web

Go to Expense > Team Pre Approvals > My Team Records/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/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



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