1. Enable submit /approve transaction for admin.
- Click the "Settings" option on the left-hand side of the screen.
- Choose the "Expense Policy" tab.
- Toggle on to enable the option under "Submit/Approve Transaction".
2. Admins can submit and edit transactions.
- At the left-hand side of the screen, choose the "Transactions" tab, then click "Card Transactions".
You will see three options or tabs, which are "Pending & Cleared", "Declined", and "Refund". - Under "Pending & Cleared" tab, choose the transaction you wish to submit or edit.
- To edit the transaction, click the pencil icon at the top right side. Once done, click the save button at the bottom of the page.
- To submit the transaction, click the "Submit" button at the bottom of the same page.
3. Admins can approve or decline the transaction.
- After submitting the transaction, the admin will be able to view approve and decline options.
- Click the "Approve" option to approve it.
4. The audit log will show as follows if the admin submitted and approved the transaction.
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