Approval of expenses

By 4 June, 2021 November 15th, 2022 Accounting, Accounting report

Here is the procedure for approving expenses in the Accounting module report. First, access to expense approval is not given to everyone automatically. Thus, the accesses of the employees who will be able to have this access must be configured.

First, you have to give the rights to an employee to authorize expenses by going to the “Configuration” and “Employees” menus.

Main configuration menu
Left menu for the configuration of an employee who can approve expenses

You must then select the employee who will have this right and go to the “Advanced configuration” tab where the “Accounting module” category is located. In this module is the checkbox “May approve expenses” which must be checked to see the column “Approved” in the expense report.

The process of giving an employee the responsibility to approve disbursements.

Second, we go to the “Reports” category to find the “Expense Report”. We must first select an employee since we can create a disbursement or authorize an expense that one employee at a time.

How to get to the employee expense report

Thirdly, we need to approve the expenditures so that we can turn them into disbursements. You can finish by saving with the “Save” button at the bottom of the page.

Approval of employee expenses and conversion to corporate disbursements.

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