Approving Expense Reports

Expense Report Approval Notification

Once an expense report has been submitted for approval, the approver will receive a notification. There are several ways how Zone Employee Portal notifies the Approver depending on notification settings:

• via email
• via the Bell icon in the header
• in Pending Approvals portlet on the Dashboard

NetSuite Synchronisation

All Expense Report changes are automatically synced between Zone Employee Portal and NetSuite. This means that Expense Reports can be approved in either NetSuite or Zone Employee Portal. The only exception to this, is where an Expense Report is In Progress (in either NetSuite or Zone Employee Portal) then it will NOT be synchronised between the two systems.

Approving/Rejecting Expense Reports via Dashboard

1. Go to the Home Page (the Dashboard)
2. In the Pending Approvals portlet are listed all the pending expense reports
3. Click the 'Approve' button for instant approval
   or
   d. Click one of the pending items
   e. Click the 'See Report' button
   e. Review all expense items
   f. Click the 'Approve' or 'Reject' button

Approving Expense Reports via List

Expense Reports can also be approved in bulk from the List view. To do this:

1. On the main menu, choose: Expense→ Approve Expenses
2. Click the Expense Report and review all expenses
3. Return to the list
4. Tick the checkboxes next to the Expense Reports
5. Click the 'Approve' or 'Reject' button
   Note that the Expense Reports have now been processed and removed from the Approve Expenses list