Approving Expenses in the Web Application

Corpay Complete users with expense approver role can approve expenses using the Approvals Module. Follow the steps below to approve employee expenses.

1. Log in to Corpay Complete.

2. Select the Approvals menu item from the left-side navigation pane, and select the Expenses tab.

3. On the Expenses screen, complete the fields under the Advanced Filter section, as applicable, to search or filter the Expense Reports you wish to approve by start and end date, date type (Expense Report Date or Submit Date), Assigned Queue, Category, Subsidiaries, and/or Employee.

4. Click on the Expense Report hyperlink in the Expense Report # column to view details of the Expense Report you wish to approve.

5. Under the Expense Report Info tab, review details of the Expense Report under the Expenses section for accuracy. Once done, select the checkbox next to the Expense#, and click Next.

6. On the Confirm Expense Report window, click on Confirm to proceed with the approval action.

7. You will receive a success message indicating that the Expense Item(s) for the selected Expense Report has/have been approved.

8. If you wish to approve multiple Expense Reports at once, select the checkbox next to the applicable Expense Reports and select Approve from the Bulk Action dropdown.

9. Use the Quick Filters dropdown to filter expenses you wish to view by current month, current year, or current or previous quarter.

• You can also perform the following actions from the Expenses grid within the Approvals module:

     a. Click on the Expense Report hyperlink under the Expense Report # column to view details of the submitted Expense Report. Alternatively, you can click on the View icon () on the right side of the grid under the Action column.

     b. Send a message to the Expense Report submitter by clicking on the Message icon () on the right side of the grid under the Action column.

     c. Approve an Expense Report by clicking on the Approve icon () on the right side of the grid under the Action column.

     d. Reject an Expense Report by clicking on the Reject icon () on the right side of the grid under the Action column.