Overview: Pre approvals

Pre approvals can be managed by admins under

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.

Filter by the status of the pre approval request.

  • Project Name

  • Employee

  • Description: Short description of what the pre approval is for.

  • Start Date: The start date required for offsetting expense type limit

  • End Date: The end date required for offsetting expense type limit, after which the expense type limit will go back to the previous settings.

  • Created on: When was the pre-approval request made

  • Status: is it Approved/Pending/Rejected


View, edit or delete pre approvals

To manage pre approvals, simply click pre approval or click the options for the context menu to view/edit/delete

This brings up the Pre Approval Details window

You can choose to Edit or Reject the Pre-approval.


Editing Pre approval

  • Name: Name of pre-approval is mandatory

  • Select Employee: The employee requesting pre-approval

  • Description: A short description of what this pre approval request is for

  • Start Date: The start date required for offsetting expense type limit

  • End Date: The end date required for offsetting expense type limit, after which the expense type limit will go back to the previous settings.

  • Set Limit: Set the expense type required for offsetting its current limits

  • Expense type 1:

    • Select Expense type

    • Amount: new amount to limit

    • Type: per request/per day/month/per calendar year

  • Add New Expense Type

  • 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

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