To enable Manager Approvals for reimbursements:
- Reimbursements must first be enabled by an Owner or Admin.
- A People Manager must be assigned to each team member from the People tab in Organization Settings.
- Users must submit a reimbursement report before a manager can review it.
To enable Reimbursements and set an approver for your org, see Assign a reimbursement report approver to learn more.
Overview
When people managers are assigned to users, managers can review submitted reimbursement reports from their direct reports before they go to the accounting team.
To enable set managers this up: Go to the People tab in Organization Settings and assign a people manager to each org member.
Note: Only Owners, Admins, and Bookkeepers can assign or update people managers.
How to review reimbursements
From the Home page, managers will be alerted to reimbursements that need their attention in their Activity Feed.
- Managers will select Reimbursements to Review.
- Managers will be taken to the Needs Review tab under Submit Expenses.
Here, managers will see any reimbursement reports submitted by their direct reports that require review. - Once Managers select the reimbursement report they wish to review, they will be presented with each of the expenses in the report.
What actions can managers take?
- Review a single expense : Hover over a expense and click the review icon ( ✅) or flag icon ( 🚩) to take action.
Once all expenses on a report are reviewed or flagged, the report will no longer appear on the manager’s need review list. The manager review status will display on the Reimbursement for the accounting team to take any additional actions.
FAQs
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Will managers be notified when a reimbursement needs review?
Yes. Managers will see a notification in the Activity Feed on their Homepage whenever a new reimbursement requires their review. -
Who can assign managers?
Owners, Admins, and Bookkeepers can assign or update a manager for any org member from the People tab in Organization Settings. -
When will I see my direct’s reimbursements?
Managers will see their direct’s reimbursement once the report is submitted.