Approving Trips

Approve Trip

Every approver receives a notification when a trip is submitted to them. Approvers can scrutinize the submitted trips and approve them.

To approve a trip:

Go to Approvals on the left sidebar. All the trips, reports, advances, and purchase requests that are waiting for your approval will be listed in the Pending Approval tab.

If you want to view only the list of trips that are submitted to you for approval, navigate to the Trips tab.
Click the trip you would like to consider for approval.
Verify the details of the trip, and add comments, if necessary. The submitter will be notified about your comments and it will be shown in the trip under the Comments & History section.
If you’ve reviewed the trip, click Approve at the top right side of the page. The transaction will be approved and a notification will be sent to the submitter.

If a transaction has policy violations, you can choose to approve the trip or add comments, reject the trip and ask the submitter to re-submit it after resolving the violations.

Note: Approvers can also approve a trip that was already rejected. To approve a rejected trip: Open the trip in Rejected status > Click Approve at the top right corner > Confirm your action by clicking Approve in the pop-up.

Reject Trip

The approver can choose to reject a trip if the budget amount or the trip itinerary does not comply with the organization’s policy. Once the approver rejects a trip, the submitter of the trip will receive a notification. The submitter can then resolve the violation or the comment on their trip and re-submit the trip for approval.

To reject a trip:

Go to Approvals on the left sidebar.
All the trips, reports, advances, and purchase requests that are waiting for your approval will be listed in the Pending Approval tab.

If you want to view only the list of trips that are submitted to you for approval, navigate to the Trips tab.
Click the trip you would like to consider for approval.
Verify the details of the trip, and add comments, if necessary in the Comments & History section. The submitter will be notified about your comments and it will be shown to them.
If you’ve reviewed the trip, click Reject at the top right side of the page.

Provide a reason for rejecting the trip and click Confirm. The trip will be rejected.

Note: Approvers can revoke the approval of a trip by rejecting it. To reject an approved trip: Open the trip in Approved status > Click Reject at the top right corner > Specify a reason for rejecting the trip and click Confirm in the pop-up.