How to Approve and Reimburse Expense Reports on Expensify
Launch an Internet browser., Go to the Expensify web page., Log into your account., Click on the “Reports” tab located on the upper portion of the web page., Select the report you want to approve from the list., Click the green “Approve” button on...
Step-by-Step Guide
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Step 1: Launch an Internet browser.
Double-click the icon of your preferred Internet browser on your desktop. -
Step 2: Go to the Expensify web page.
Once the browser is open, type in www.expensify.com on the address bar at the top of the screen and hit Enter.
You’ll be taken to the website’s home page. , Enter your email address and password on the fields provided then click “Sign in” to access your account. , You’ll be redirected to the Reports section of your account. , To do this, click its name and you will open the report in detail. , There are two kinds of approval you can choose from depending on your authority on the report:
Approve and Forward — If you’re one of the initial approvers of the report, select “Approve and Forward” to endorse it to the person with the final authority to approve it.
Final Approve — If you’re the one with the final authority to approve the document, select “Final Approve” to finalize the expense report and set it ready for reimbursement. ,, This is located on the upper portion of the web page. , Just click on the report’s name to select it. , This is on the upper-left area of the Report’s page. , Select the method you’d like the expense amount to be credited to from the drop-down list.
There are four methods you can choose from:
Via Direct Deposit — Requires that you have a bank account set in your Expensify account.
Via PayPal — Your PayPal should be located within the United States and must have a bank account linked to it.
Via Bitcoin — You must have an existing Bitcoin address in order to use this method for the reimbursement process.
I’ll do it manually — Select this to mark the report as “Reimbursed.” You will then have to manually do the reimbursement process yourself (e.g., going to a payment center to process the payment). , A confirmation window will appear after you’ve selected the method from the list of options.
Simply click the “Continue” button to confirm your action.
The status of the report will now change to “Reimbursed.” -
Step 3: Log into your account.
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Step 4: Click on the “Reports” tab located on the upper portion of the web page.
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Step 5: Select the report you want to approve from the list.
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Step 6: Click the green “Approve” button on the upper left area of the Report’s page
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Step 7: and select the kind of approval you like.
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Step 8: Wait for a few seconds and the expense report will be marked as “Approved.” You can now have the report reimbursed.
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Step 9: Click on the “Reports” tab.
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Step 10: Select the the expense report you’d like to reimburse.
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Step 11: Click the green “Reimburse” button.
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Step 12: Choose a payment method.
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Step 13: Confirm your selection.
Detailed Guide
Double-click the icon of your preferred Internet browser on your desktop.
Once the browser is open, type in www.expensify.com on the address bar at the top of the screen and hit Enter.
You’ll be taken to the website’s home page. , Enter your email address and password on the fields provided then click “Sign in” to access your account. , You’ll be redirected to the Reports section of your account. , To do this, click its name and you will open the report in detail. , There are two kinds of approval you can choose from depending on your authority on the report:
Approve and Forward — If you’re one of the initial approvers of the report, select “Approve and Forward” to endorse it to the person with the final authority to approve it.
Final Approve — If you’re the one with the final authority to approve the document, select “Final Approve” to finalize the expense report and set it ready for reimbursement. ,, This is located on the upper portion of the web page. , Just click on the report’s name to select it. , This is on the upper-left area of the Report’s page. , Select the method you’d like the expense amount to be credited to from the drop-down list.
There are four methods you can choose from:
Via Direct Deposit — Requires that you have a bank account set in your Expensify account.
Via PayPal — Your PayPal should be located within the United States and must have a bank account linked to it.
Via Bitcoin — You must have an existing Bitcoin address in order to use this method for the reimbursement process.
I’ll do it manually — Select this to mark the report as “Reimbursed.” You will then have to manually do the reimbursement process yourself (e.g., going to a payment center to process the payment). , A confirmation window will appear after you’ve selected the method from the list of options.
Simply click the “Continue” button to confirm your action.
The status of the report will now change to “Reimbursed.”
About the Author
Donna Reynolds
Creates helpful guides on creative arts to inspire and educate readers.
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