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
