After logging into the portal, you can see the new tile being added to their dashboard (Expenses). That will show you a summary of how many expenses you have been authorised and unauthorised.
Authorising the Expense:
If you want to see the expenses which is Un-authorised and need to authorise the expense, you would need to click the tile - Un-authorised in the dashboard.
The un-authorised expenses will be listed in the screen.
User can view the expense using "eye" icon and then select that expense and click "Authorise" (or) "Reject" button at the top. You can able to bulk authorise/reject the expense as well by selecting the expenses and click "Authorise"/"Reject".
Once it is authorised, it will be sent to agency for approval (or) it will be approved straight away based on approval process.
Rejecting the Expense:
If you want to reject the expense, you have to select that expense and click "Reject" button at the top.
You have to give the reason for the rejection:
After giving the reason, expense will then marked as "Rejected".
The contractor then can see the rejection reason in their portal, then make the correction and should be able to re-submit it.
Expenses List
If you go into "Expenses" screen, you can see all the current status of the expenses you have authorised/un-authorised.
All the expenses which were submitted by contractor with yourself as a authoriser will be listed here. You can see the current status of the expenses as well here.
You can see the history of expenses against each expense by clicking "Clock" icon against each expense.
Also, you can able to download the list of expenses using "Export" button in the grid.
You can use the filter in the top to filter the expenses based on Expense Type, Contractor Name, Status etc..
I hope you love the new expense feature😍 Enjoy!!