An expense claim's details

Open an expense request to see who submitted it, every line item with its receipt, how it measures against policy, and to approve, reject or hold items or the whole request.

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

Steps

Open Expenses → Local or Expenses → Outstation from the left menu.
Click the eye icon on the request you want.
Review the request, then act on items or the whole request as described below.
Use the back arrow to return to the list.

What you'll see

At the top: the request number, when it was created, and a status tag (Pending, Approved, Rejected, Processed, Hold, or Cancelled).

Policy Compliance Overview — a Compliance Score, an Overall Status (Good, Fair, or Poor), how many items are compliant, and the compliant amount versus the total.
A summary with the Employee, Designation, Expense Date, Total Amount, and the employee's Notes.
Expense Items — each item shows its expense type, an Auto-Calculated tag where it applies, a Local or Outstation tag, distance in km, vehicle type, the derived From / To addresses, the Claimed amount (and the per-km rate when auto-calculated), the Approved amount once decided, an eligibility tag (Eligible, Partial, or Not Eligible), any notes, and a View Proof link to the receipt.
A sidebar with the Employee card and an Amount Summary — total claimed, total approved, and counts of pending, approved, rejected and on-hold items.

Approving, rejecting or holding items

If you have permission:

On a Pending or Hold item, click Approve or Reject.
On an Approved item, click Hold to put it back on hold.
You'll be asked to confirm each action.

Updating the whole request

While the request is Pending and you have permission, use Update Status in the summary section to set it to Pending, Approved, or Rejected. This updates the overall status for all items. You'll be asked to confirm.

Tips

Item-level actions stay available while the request is Pending or Approved.
See Local expense claims for reviewing many requests at once, including bulk approve and reject.