Approving claims

Each employee has one approving manager. When they submit a claim, it waits for that manager under Approvals.

Review a claim

Open Approvals. Waiting for you lists the claims to decide, with their number, total and person. Open one to see every expense, its receipt (choose the thumbnail to open it full size), its category split and any policy exception with the employee's explanation.

Decide

Under Decision:

• Approve sends the claim on to finance. If it has policy exceptions, first tick that you reviewed them and the employee's explanations.
• Return for correction sends it back to the employee. Write the reason, for example "Attach the bistro receipt".
• Reject closes it. Write the reason.

The reason is required to return or reject. Your decision applies to the exact revision you are looking at: if the employee changed the claim while you were reading it, Coaster asks you to reload.

Nobody approves their own claim. A manager's own claims go to their own approving manager.

After the decision

The claim's history records who decided, when, and why. An approved claim appears for finance under Batches, ready to be paid. Next: Reimbursement batches.