Managing Expense Transactions

Approving, rejecting, and processing work expense requests for payment.

 

With the new enhancement in Work expenses which includes corporate card transactions, now you will have 6 statuses for an expense request.

1. Incomplete- Only transactions made via corporate cards will be displayed here i.e. excluding reimbursement requests. These transaction details are obtained through APIs.

2. Pending requests- All requests submitted in Pending status and yet to be approved or rejected.

3. Approved- Requests that have been approved by all approvers.

4. Rejected- Requests that have been rejected by any of the approvers in the flow.

5. Added to Payroll- All approved requests in the queue are to be paid in the current open pay run. The expense will appear on the payroll table but can be moved back to the approved status if needed.

6. Settled- Expense has been paid either with the pay run or separately by marking as settled.

Each of the statuses can be viewed and actioned from the Expense Transactions tab under the Company Expenses module as shown below

Once a request is submitted by an employee, it is visible under the Pending Requests tab where you can review it, add comments, and action it to approve or reject the request.

You can also change the status of a request or make any edits to a work expense by clicking on the menu icon.

As an Expense Approver in the Approval Flow, you can also take action on any request from your Bayzat mobile app under the Manager tab.

Clicking on any of the expense cards shows you more details where you can also comment and tag members as needed.

Note: Employees assigned any of the following roles can review and edit Work Expenses

• Line Manager - if part of the approval flow

• Expense Manager

• Payroll Table Manager

• Transaction Processor

• Super Admin

  Click here to learn more about approval flows.