Oversight role. Reviews high-value reports, audits PolicyViolations trends, signs off CardReconciliations, and owns the relationship with the card program and the reimbursement-channel decision (PayrollAddOn vs SeparateACH).
Approval workflow
Give each expense decision a clear owner and a lasting record.
SubmittedYou
- ER-50134 Submitted er-829 32 8 d
- ER-94429 Submitted er-689 40 11 d
- ER-77463 Submitted er-909 28 in 12 d
- ER-59471 Submitted er-683 14 9 d
- ER-29956 Submitted er-252 24 10 d
ER-50134
- Submitter
- AJ
- ReportTitle
- Submitted er-829
- ReportDate
- 09 Sep
- TotalAmount
- 37,454.05
- ViolationCount
- 32
Business-purpose approval waits for the manager.
Start with the manager’s business review
Reports Awaiting My Approval contains submitted reports within the manager’s direct-report scope. The manager reviews purpose, line amounts and policy findings, then approves, rejects with a reason or holds the report for clarification. This step accepts the submitted business case; it does not authorize arbitrary line-level disallowances or payment release. Another team’s reports and restricted card fields remain outside the manager’s scope. A missing or inactive manager must route through the organization’s configured exception path, never an automatic approval by the submitter.
Complete every required decision
A high-value threshold adds a Controller step to the current report revision. Controller Decisions Pending gives that actor the relevant queue. Finance review can finish only after the required prior decisions are complete. The Finance Reviewer verifies receipts, handles permitted findings and records line-level ApprovedAmount and Disallowance. Open blocked findings prevent progression. ApprovalComplete reflects all required decisions by permitted actors for the same revision; it is a prerequisite for the accounting and reimbursement handoffs, not a field an employee can set to skip review.
ApprovedByMgrall required prior Managerconditional Controller decisions for SubmissionRevision are Approved
- ER-43681 ApprovedByMgr er-310 29
- ER-61623 ApprovedByMgr er-269 30
- ER-47607 ApprovedByMgr er-590 4
- ER-73681 ApprovedByMgr er-393 2
- ER-31656 ApprovedByMgr er-828 7
ER-43681
- Submitter
- VL
- ReportTitle
- ApprovedByMgr er-310
- TotalAmount
- 35,011.81
- ApprovedAmount
- 12,625.87
- OOPAmount
- 12,279.74
Expense review waits for the finance reviewer.
Preserve the history when work changes
A held, rejected or recalled report keeps its original submission and decision evidence. When the employee materially changes the amount, payment method, policy basis or supporting facts, create the next SubmissionRevision and reroute the necessary decisions. Do not let an approval for an earlier report version authorize a changed claim. Delegation records who acted and under which authority, and cannot turn a self-approval into a valid decision. Review notifications and deep links open the scoped task; a message arriving in an inbox does not grant extra permissions.
Modules
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Expense capture
Turn receipts and expense details into a report ready for review.
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Expense policies
Make expense rules clear before a report reaches approval.
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Mileage and travel
Keep travel claims connected to their dates, routes and approved rates.
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Approval workflow
Give each expense decision a clear owner and a lasting record.
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Reimbursements
Track eligible claims from approval to confirmed payment.
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Corporate cards
Match company-card spending and close each statement with evidence.
Roles and permissions
The post-manager approver. Checks policy compliance, releases the reimbursement, owns the CardTransactions matching backlog, and is the primary preparer on CardReconciliations.
Line manager with scope over direct reports only. The first approver in the chain. Sees aggregate spend for own team but cannot see another team's reports.
Self-service submitter. Files own ExpenseReports, uploads Receipts, captures Mileage, registers own Vehicles. Reads own reimbursement status. Cannot see anyone else's data.
A Permissions attribute on Employee — set true when the Employee has at least one CorporateCards.Cardholder = self row in Status: Active. Inherits all Employee permissions plus card-specific surfaces.
Read-only seat for periodic audit sampling — internal Audit team, external auditor, or controls reviewer. Full visibility across the expense surface; access is audit-logged at the row level.
Related processes
Capture and submit expenses
Prepare an evidenced report and send the right revision for review.
4 stages · 0 approvals
Approve and reimburse expenses
Follow the required decisions through to a confirmed employee payment.
5 stages · 2 approvals
Review high-value expenses
Add the required Controller decision without losing the report history.
4 stages · 2 approvals