Enable powerful Expense approvals for your business with Avaza. Team members can create and submit expenses on the go, and managers can approve them for your whole account.
To get started with Expense approvals, you first need to enable some account-level settings.
Expense Approval Settings
Navigate to Settings > Expense Settings.
- Switch on Expense Approvals: Toggle the switch to turn Expense approvals on or off.
- Lock Approved Expenses: Lock approved Expenses from further editing by toggling this switch on or off.
Navigate to Contacts > Team Members. Only users with the Timesheet/Expense user role or Admin role can enter expenses in your Avaza account. To assign Expense Approvers, provide the relevant users with the Expense Approver role.
Submitting Expenses for Approval
The Expense Approval workflow is very simple. The Submit for Approval button at the bottom of their Expense Overview screen submits all Verified (color-coded Blue) expenses for approval.
Once submitted, the expenses enter the “Pending Approval” status, and all Expense Approvers receive an email notification. They can then review and selectively Approve or Reject expenses on the Expenses > Pending Approval screen.
To ensure the approval process is fast yet flexible, we group expenses by the user. You can then bulk approve expenses for a user or decide to individually approve or reject expense.
To view all approved expenses grouped by user, Admins and Expense Approvers can navigate to the Approved tab. Approved expenses that have not been invoiced can be rejected here so that they can be edited.
Timesheet/Expense users can view all Expenses created by them on the Expense Overview page, along with their status. Approval status is shown as a column, as well as visible via a color-code on the left of the Expense Date.
- Draft: Grey
- Verified: Blue
- Pending: Yellow
- Automatically Approved: Light Green
- Approved: Dark Green
- Rejected: Red
Hope this guide helps you understand how to submit and approve expenses in Avaza. If you need further help, feel free to contact our support team via chat or by emailing firstname.lastname@example.org.