How to approve expense reimbursement requests?

Important

HR Admin access required

How to Approve Expense Reimbursement Requests Thumbnail.png

NOTE: If you're accessing this for the first time, we recommend checking out the "Introduction to Tasks" tutorial for some helpful guides to get your started.

Step by Step Guide

  1. Log in to your Yomly account using your dedicated business URL
  2. Go to the MAIN MENU > TASKS
  3. Select the 'Expenses' tab
  4. Click the 'Respond' button on the right
  5. Review the details of the reimbursement, amount, and attachment (if any)
  6. Click Approve

NOTE: Once an expense reimbursement request is approved, it will disappear from the Task list. To learn more about Approvals and Actioning Tasks, check out our Knowledge Hub.

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