Overview
The expense approval feature in Nutcache streamlines the process of managing and approving expenses. Available exclusively to Enterprise users, this feature allows project managers, team leaders, and administrators to approve or reject expenses recorded by team members. With two approval options—by project or by team—you can efficiently manage expenses and maintain accurate financial records.
Who can use this feature?
All Nutcache members, except guest users, can record expenses. However, only members with the Project Manager security profile, Team Leader role, or Administrator access can approve or reject expenses.
Where can I find this feature?
The expense approval feature is located in the Expenses module on the left-hand menu.
How to Approve Expenses
Choose an approval option: Select to approve expenses either by project or by team.
Select the project or team: Choose the specific project or team for which you want to approve expenses.
Set the expense status: Update the status of the expense (e.g., Approved, Rejected).
Define the date range: Use the left or right arrows (<, >) or click on the dates to select the desired time period quickly.
Approving Expenses
The expense approval screen displays all expenses for members of the selected team or project. Once you've reviewed the details, you can:
Approve or reject an expense: Mark expenses as approved or rejected by hovering your mouse over to the total amount.
Modify an expense: Click on an entry to make changes.
Open a related project: Click on the project hyperlink to open it in another tab for further details.
Important Information
Submitted expenses can only be modified if they have not been approved by a project manager or team leader. Once approved, expenses are locked and cannot be changed by the submitter.
Expense Tracking Reports
Comprehensive reports provide insights into your team's expenses and project durations, helping you track performance and identify trends. Access these reports under the Reports module in the left-hand menu.