Approving expenses

This guide will walk you through how to approve Expenses as an Admin within the Webapp or via our Mobile App. See here for more guides, including How to set up Expenses as an Admin.

- How do I review and approve expenses on the Webapp as an expense admin?
- How do I review and approve expenses on Mobile as an expense admin?
- Can an admin approve their own expenses?

How do I review and approve expenses on the Webapp as an expense admin?

To review and approve expenses as an admin, log in to your Airwallex account and navigate to Expenses.

On the main Expenses page, you will see your Expense table. This table surfaces all successful card transactions across your account’s company cards and employee cards. 

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To view just the expenses that have been submitted by cardholders for your review, click the “Approvals” tab. This tab displays all “Ready for review” expenses that require an approval.

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To review the expense submission details, click into the expense. When ready to approve, click “Approve expense”.

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If you’d like to approve multiple expenses at once, you can select the checkboxes for the expenses you’d like to approve. Then click the “Approve” button in the top right corner of the table. Once your expenses are successfully approved, they will be removed from the Approvals table. However, they can still be viewed in the main Summary table.

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Note: Only expenses with all required fields filled out and expenses that are no longer pending can be approved.

 

How do I review and approve expenses on Mobile as an expense admin?

Step 1: Log in to your Mobile App and navigate to the Expenses tab

On the Expenses tab, you will see all card transactions across your account’s company cards and employee cards. Filter the list to find a specific expense using the status icons along the top.

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Step 2: Select an individual expense to review and approve

To review the expense submission details, click into the expense. When ready to approve, click “Approve expense”, or alternatively if there are errors that you would like the cardholder to correct, click “Request resubmission”.

Pending transactions will appear but cannot be approved until the transaction has cleared.

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Can an admin approve their own expenses?

Yes. Admins can approve their own expenses directly without having to submit for review.

Please note, submitted expenses that are still pending cannot be approved until the transaction has successfully been processed.

 

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