Local expense claims

The Expenses → Local screen lists employees' expense requests for local travel, grouped by employee, so you can review and approve them. Open it from Expenses → Local in the left menu.

1. Expenses — Open the Expenses group in the menu.
2. Local — Then choose Local.

Steps

1. Open Expenses in the left menu and choose Local.
2. Review the summary cards: Total Requests, Pending Approval, Local Travel, and Outstation Travel.
3. Use the filters to narrow the list:
   • Filter by date
   • Filter by user
   • Filter by status — All Statuses, Pending, Approved, Rejected, Processed, or Cancelled.
   • The status tabs (Pending, Approved, Rejected, All) above the list do the same thing and show counts.
4. Click an employee row to expand their requests; click a request to expand its items.
5. Use Expand All / Collapse All to open or close every row at once.
6. Click the eye icon on a request to open it. See An expense claim's details.

What you'll see

Each request row shows Request #, the expense date, a status tag, the number of items, and the total amount. Expanding a request lists each item — its expense type, description, distance (km) where relevant, item status, the claimed amount, and the approved amount if any.

Request and item statuses are: Pending, Approved, Rejected, Processed, Hold, and Cancelled.

Approving and rejecting

If you have permission:

• On a pending request, click the green check to approve or the red cross to reject. You'll be asked to confirm.
• To act on several at once, tick the checkboxes (use Select All, or the checkbox on an employee group), then click Bulk Approve or Bulk Reject. When bulk approving, you can tick Force approval (bypass policy violations).

Tips

• The Outstation tab under Expenses shows the same screen filtered to outstation travel. See Outstation expense claims.
• Open an individual request to approve, reject, or hold each item separately. See An expense claim's details.