Question
As a manager of a HeroForce employee, how do I decline their expense claims in-platform?
Answer
As a manager of a HeroForce employee, you will be notified via email when the employee submits an expense claim. At this time, you will then be able to log into the platform to review the claim and take the appropriate action.
Declining an employee's expense: Individually
- Click the Pay menu.
- Click the Management submenu.
- Click the Actions button.
- Click the Decline button.
- Enter the reason for declining the expense.
- Click the Decline Expense button.
Declining an employee's expense: In bulk
- Click the Pay menu.
- Click the Management submenu.
- Select the expenses that need declining.
- Click the Actions button.
- Click the Decline Selected button.
- Enter the reason for declining the expenses.
- Click the Decline Expense button.