As an approver, you can carry out various actions on expense reports submitted to you for approval. The actions covered in this article are for reports in the Submitted state, if you are working with reports in a different state, not all actions may be viable.

To begin select Teams, select Expense reports.

All the reports that are submitted to you for approval will be visible under the My queue tab. Select a report to open it.

The most basic function is to view an expense. To look closely at the expense details select the expense to open it.

To approve the report from the report view, select the Approve button.

In the pop-up box that opens, select Approve to confirm.

The report will be moved to the Approved state.

You can send back an expense report to the user if you feel any changes are to be made to the report. Select the three dots icon beside the approve button and select Send back.

In the pop-up box that appears, type in a reason for sending back the expense report and select Send back.

The report will be sent back to the user, they can make changes and re-submit it for approval.

You can share the report via email to any email ID, select the three dots icon and select Share.

In the dialogue box enter the email ID. You can choose to share the report with or without receipts.

Select the Share expense report button to finish.

The report will be shared within a few minutes.

To add an additional approver to the report, select the three dots icon and select Add approver.

In the pop-up box select the approver and enter a reason for adding an additional approver to the report. Once filled in select Add approver.

Note: The approver will be added only for the particular report in concern. Other reports submitted by the same user will not have the additional approver added.

You can download the report in different formats. Select the three dots and select the format you would like the report to download in. We support PDF, Excel and CSV formats.

The download will instantly begin on your computer.

As an approver, you can edit details on the expenses. Expenses can be edited in the Submitted and Approved states. Closed expenses cannot be modified.

Select the expense and Edit from the bottom right corner.

Note: If you are editing main expense fields, such as amount or currency, you will be asked to provide a reason.

Once you have made the changes required, select Save to record them.

The expense will be saved with the changes applied.

If an expense needs attention from your admin, you can flag the expense to mark it. Select the expense and select Flag.

You will be asked to type in a reason for flagging the expense.

This is a mandatory step. Once the details are filled in select Save.

The expense will be marked with a red flag beside it.

You can comment on a particular expense to make a note/highlight it to the admins.

Open the expense and select Comments from the receipts section.

Type in your comment and select the arrow to send. Comments once sent, cannot be modified or deleted.

The comment will be added to the expense.

If you need further assistance with editing expenses, reach out to our support team at support@capitalone-fylehq.com.