Expense review: how to have more control over your company's purchases?

At Clara we focus on empowering our clients and, in addition, facilitating and improving their management and communication regarding corporate expenses.

For this reason, we created the Expense Review functionality, where users at the level of Administrators, Managers and Accountants will be able to analyze receipts, invoices, transaction comments and be able to approve them or not.

This action is a form of visualization and internal organization of the company, whether to request a refund from the user for the purchase, apply a penalty or an incident.

How to select approvers?

To configure who can analyze employee transaction details, follow the steps below:

1. In the "Account" menu, click on "Movements";
2. Now, select the “Settings” tab;
3. If this is the first time you are accessing this feature, click the "Enable Feature" button.
4. Now, select the “Add approver” button;
5. A screen will appear for you to select the names of the users who will have permission to approve or reject movements. After selecting your names, click "Save changes" and you're done.
   
   

How to approve or reject a purchase?

To approve or reject a purchase it is necessary to do so within the transaction details.

To do this, follow these steps:

1. In the “Transactions” tab, within the “Account” menu, look for the transaction you want to analyze;
2. Click on the movement you want to review.
3. In the transaction details section, at the end there will be a field to approve or reject the transaction. Click "Approve" or "Reject."

See the image below:

Now, you will be able to review the approval status of the movement directly in the Movements table, where you will find a symbol that represents it. If this icon is different (green or red), it indicates that this transaction has already been analyzed previously and is approved or rejected.

About rejecting transactions:

To reject a transaction, it is mandatory to enter the reason in the field that will appear when you click "reject".

When rejecting a purchase, the cardholder will receive a notification via email with the reason for the rejection.