Submitting an expense report for approval is a crucial step in expense management. SpendSail makes this process straightforward and efficient. Follow this guide to learn how to submit an expense report for approval.
Step 1: Access Expense History
First, log in to your SpendSail account. Navigate to the Expense History section from the main dashboard. Here you will see a list of your expense reports.
Step 2: Select the Expense Report
Locate the expense report you want to submit. Click on the three dots under the Actions column to expand the menu.
Step 3: Submit for Approval
From the expanded menu, select Submit for Approval. This will open a confirmation dialog.
Step 4: Confirm Submission
In the confirmation dialog, click Submit to proceed with submitting your expense report for approval.
Additional Note: Attach Receipts
If your organization requires receipts, ensure you update the expense line items and provide the necessary and valid receipts. SpendSail runs a validation check in the background to ensure the receipts match the dates and amounts entered.
Congratulations! You have successfully submitted an expense report for approval in SpendSail. This streamlined process helps ensure your expenses are reviewed and approved efficiently, keeping your financial records in order.
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