TheEazy CXM · Documentation
Docs › Finance & Expenses › Expense approvals

Expense approvals

Review and approve submitted expenses.

Submitted expenses route to approvers. The approvals view lets you act on them individually or in bulk.

Approve expenses

  1. Open the approvals view; filter by status (All Status) or amount.
  2. Review each expense’s details and receipt.
  3. Select Approve (set the Approved Amount), or reject; use Bulk Approve for many at once.
  4. The Approval History and Approval Progress record the outcome.
← Back to all docs