If you have set up your Expenses with a Sign Off Process that includes Approval, then once the Candidate has submitted their Expenses for the set period, an email automation will be sent to the Approvers that are selected:
NOTE: The approvers are listed on the Finance page. One approver is a mandatory requirement and you can have up to three listed.
The Expense View on the Candidate Portal:
Below is an example of the email that Approvers will receive:
The approver will then click on the View Expense link:
From here, they can either Approve or Reject.
If you are Rejecting the Expense, you will need to enter in a reason for the rejection:
The Candidate will see on the Portal that the Expense in the Submitted section has a status of Rejected. When they click into the row to view the Expense, the reasons for rejection will appear at the bottom. They can then make any amendments and re-submit.
The Expense will have moved from appearing under the Submitted Expenses section to Unsubmitted Expenses.