Submitting and approving expenses

Screen reference

Expense submission and approval workflows help ensure project costs are reviewed before reporting or invoicing.

What you can do

• Submit actual expenses after verifying amount, project, category, and supporting documents.
• Approvers review expenses for accuracy and billability.
• Correct rejected expenses and resubmit if needed.
• Approved expenses can then support project financial reporting and invoicing.

Environmental consulting example

A project manager approves a field team’s mileage and equipment rental expenses before invoicing the client.