Approving Top-up

Approve Top-up

Every approver receives a notification when a top-up is submitted to them. Approvers can review the submitted top-up and approve it.

To approve a top-up:

• Go to Approvals on the left sidebar. All the reports, advances, purchase requests, and top-ups that are waiting for your approval will be listed in the Pending Approval tab.
• If you want to view only the list of top-ups that are submitted to you for approval, navigate to the Top-ups tab.
• Click the top-up you would like to consider for approval.
• Verify the details of the top-up, and add comments, if necessary. The submitter will be notified about your comments and it will be shown in the top-up.
• If you’ve reviewed the top-up, click Approve at the top right of the page. The top-up will be approved and a notification will be sent to the submitter.

If a top-up has policy violations, you can choose to approve the top-up or add comments, reject the top-up and ask the submitter to re-submit it after resolving the violations.

Reject Top-up

The approver can choose to reject a top-up if it doesn’t comply with the organisation’s expense policy. Once the approver rejects a top-up, the submitter of the top-up will receive a notification.

To reject a top-up:

• Go to Approvals on the left sidebar.
• All the trips, reports, advances, purchase requests, and top-ups that are waiting for your approval will be listed in the Pending Approval tab.
• If you want to view only the list of top-ups that are submitted to you for approval, navigate to the Top-ups tab.
• Click the top-up you would like to reject.
• Verify the details of the top-up, and add comments, if necessary. The submitter will be notified about your comments and it will be shown in the top-up.
• If you’ve reviewed the top-up, click Reject at the top right side of the page.
• Provide a reason for rejecting the top-up and click Confirm. The top-up will be rejected.

Forward Top-up to New Approver

Here’s how you can forward an existing top-up to a new approver:

• Go to Approvals on the left sidebar.

• Click the top-up in the Pending Approval status that you want to forward to a new approver.

• Click Forward in the top right corner.

  (OR)

  Click the More icon in the top right corner and select Forward.

• Select an approver from the dropdown, and add a message to the approver.

• Click Forward.

Delete Top-up

You can delete the top-up submitted for approval. Here’s how:

• Go to Approvals on the left sidebar.
• Click the top-up in the Pending Approval or Rejected status that you want to delete.
• Click the More icon in the top right corner.
• Select Delete.
• In the pop-up, click Yes, Delete to comfirm your action.