How do I submit an expense request for approval?
Available Actions on a Draft
| Button | Description |
|---|---|
| Save | Save changes without submitting |
| Save & New | Save and immediately create another expense request |
| Delete | Delete the draft request entirely |
| Back To List | Return to the expense request list |
| Submit to Workflow | Send the request into the approval chain |
| Export to PDF | Download the request as a PDF document |
Submitting
Once all expense details and documents are added:
- Review all line items and ensure amounts are correct.
- Click the Submit to Workflow button (blue button with arrow icon).
- The request is sent to the Level 1 approver(s) in the configured approval chain.
- The status changes from Draft to Submitted for Approval.
- The request moves from the Draft tab to the In Progress tab.
- An email and/or SMS notification is sent to the first approver(s).