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Approve and post an expense report

Review a submitted expense report, approve or refuse it, and post it to the books in the right VAT period.

Expenses & Petty Cash 4 steps Expenses - Manager
Draft lesson. The steps are checked against the live system when the video is recorded.
Where to find it ExpensesExpenses

Steps

  1. Open Expenses > Expenses and open a report that is To Approve.
  2. Check each line against its receipt.
  3. Click Approve, or Refuse to send it back.
  4. Click Post to record it in the books.

Note

A manager cannot approve their own report - another manager has to do it.

Important

The report is posted on the latest receipt date, not today, so the VAT falls in the right period. The input VAT then appears in the Tax Report and the VAT Return with the source "Expense" and the supplier's TRN.

What happens next

The company now owes the employee the amount - see Reimburse an employee. To correct a posted report use Reset to Draft; it is blocked in a locked period and once a line has been billed to a customer.

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