After you have set up your account and logged in, you will see a dashboard with a count of unauthorised and authorised expenses. After clicking on each of the counts, you will see the respective expenses based on the selection.
The client can see the tile in their dashboard (Expenses). That will show the summary of how many expenses the client has authorised and unauthorised.
Authorising the Expense
If the client wants to see the expenses which is Un-authorised and need to authorise the expense, they will need to click the tile - Un-authorised in the dashboard.
The un-authorised expenses will be listed in the screen.
The client can view the expense using "eye" icon, and it will open the details of the expense below. If the contractor has attached receipts, you can see these here and download them for review.
Once you have reviewed the expense you can authorise or reject the same way you do with timesheets, They can be 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 the client wants to reject the expense, they will have to select that expense and click "Reject" button at the top.
The client has to give the reason for the rejection:
After giving the reason, expense will then mark as "Rejected".