Approve & reimburse

This page covers how managers review expense reports and how approved costs flow through to payment in EVERJUST Expenses.

Review and decide

A submitted report lands in the manager's queue. Open it to see every line, the totals, and the receipt on each expense.

1. Open the report waiting for approval.
2. Check each line against its receipt.
3. Click Approve to accept it, or Refuse to send it back.

A refusal returns the report to the employee with your note so they can fix it and resubmit.

Post to Accounting

After approval, post the report. EVERJUST creates the journal entry and records the cost against the right accounts in Accounting. The report now shows what the company owes the employee or the card.

Reimburse the employee

For costs the employee paid, register the payment from the report. Pick the bank journal and confirm the amount. The report marks as paid, and the employee gets their money back.

Reinvoice to a customer

If an expense belongs to a customer project, link it to the sales order when you log it. Once the report posts, the cost shows up as a billable line on that order, ready to add to the customer's next invoice.

Related

• Expenses overview
• Log & submit expenses
• Accounting overview