How to Approve or Reject an Expense batch

How to Approve or Reject an Expense batch

Introduction

Welcome to our comprehensive guide on approving or rejecting expense batches. Managing your business expenses efficiently is crucial for maintaining financial clarity and control. This guide will walk you through the step-by-step process of reviewing, approving, or rejecting expense batches in your dashboard.


To begin

  1. Log in to the Merchant Dashboard

  2. Click on approval, as shown below:

  3. Select the expense batch you would like to approve or reject.

  4. When you select an expense batch, you will see all expenses in that batch. Click on each one to review it.

  5. Once you've reviewed all expenses, click the "Approve" button located on the top right, next to "Cancel" as shown below.

  6. If you find any errors in an expense, click on the flag icon beside that expense. The "Approve" button will then change to "Reject" as shown below:

Great Job, you have successfully approved or rejected an expense batch! Click here to learn how to pay an expense


    • Related Articles

    • How to Pay an Expense

      Introduction Welcome to our expense payment guide. This step-by-step walkthrough will help you efficiently process and pay expenses through our platform. Whether you're handling personal reimbursements or managing company expenditures, this guide ...

    • How to Create an Expense Batch

      Introduction Creating an expense report is essential for effectively managing your business finances. This guide will walk you through the steps to create an expense batch in the Merchant Dashboard, helping you accurately track, manage, and summarize ...

    • How to raise an Expense

      Introduction Creating an expense is an essential task for managing your business finances effectively. This guide will walk you through the process of creating an expense in the Merchant Dashboard, and ensure you can accurately track and manage your ...

    • How to Create an Expense Category

      Introduction Creating expense categories is crucial for organizing your business finances effectively. This guide will walk you through the process of creating an expense category in the Merchant Dashboard, helping you streamline your expense ...

    • How to Raise a Reimbursement Expense

      Introduction Reimbursements on Duplo provide a streamlined way for companies to manage and process expense repayments to employees or between different business entities. This feature enables employees to add their bank details to receive ...