When an employee creates expense request. It goes to that employee who is defined as 1st node in expense request flow. If other employees are also defined as nodes in expense flow, after approval it will redirect to those employees according to priority defined in next column. Approving authority can identity about expense request waiting for approval in two ways. In navbar, a new notification will appear on the expense tab whenever a new request is created. Approving authority will also receive a notification in notification tab.
To know more about how to accept a expense request. Follow these following steps.
- In navbar click expense tab.
- Above step will open new tabs in dropdown. Click approvals tab.
- Above step will open expense request index page.
- Requests will appear according to designations in each tab. Click on tab according to your designations.
- Above step will open request approval index page.
- Click approve/reject button to approve or reject request.
- A pop-up will appear to approve expense request.
- Employees can enter approved ammount.
- Employees can select disbursement dode(payment method) through radio button.
- Employee can pay expense amount through payroll or manually.
- Employees can add remarks.
- Employees can create consent(Confirm from any employee) before approving request.
- Consent creation is already explained in How to create consentee request?.
- Employees can accept/reject requests.
- Employees can check history and flow.
- Employees can cancel approval pop-up.
- Finally click approve/reject button to approve/reject request.
- After acceptance status will change from pending to completed and after rejection status will change to reject.