When an employee submits an expense claim, it needs to be approved by the budget holder. Expense claims are processed as invoices in Easy1. In the approval overview, you will find these expense claims listed as 'invoices'. The vendor field indicates that it is related to an employee (and thus an expense claim). The budget holder automatically receives a notification when approval tasks are ready for review.
The budget holder can access the expense claims requiring approval by navigating to the User Home and clicking on 'Budget holder'. Here, you will see the complete list of approval actions that need to be performed.
When you open an invoice/expense claim, you can review the details that require your approval:
At the bottom left, you have the following options from left to right:
- Send the PDF invoice/expense claim to yourself.
- View the audit trail (which includes all actions performed by the software and individuals).
- View and/or add comments. If comments have been added, you will see a notification icon here.
At the bottom right, you have two options to either approve or reject the invoice/expense claim.
