Approving or Rejecting Expense Reports Follow
As an approver, you have the option to approve, reject, and make changes to the expense report and submitted content before approving it.
Please note: Approving an expense report can only be handled via a web browser or the approval e-mail notification. It's not possible to approve via the Tallie mobile app. For information on approving expense reports via e-mail, please refer to this article.
To make revisions:
Click on the Report Name to rename the report.
Click on any detail on the expense entry to open it for editing.
If you have a copy of the receipt, you can also apply it to the transaction on the user’s behalf:
Click on the paperclip icon to the right of a transaction amount.
Then browse for the image on your computer.
- Please Note: While approvers can modify submitted content, they cannot add new transactions to the report. If a purchase is missing from the report, we recommend rejecting the report back to the submitter so they can add the necessary information and resubmit it.
To Approve or Reject an expense report, click the respective buttons on the right side of the expense report.
If you choose to Reject an expense report, you will be prompted to Enter a rejection reason, which will be visible to the submitter when he or she reviews it for re-submission. This user will also receive an email notification regarding the rejected report.