Approving Expenses

This feature is available for sponsors to review and approved expenses for their center/site.

To approve an expense:

• Click on “Expenses” on the main dashboard. This will take you to the expense list page.

• On the expense list page, click on the hyperlink for the date of the expense you would like to approve.
  
• Review the details.
• Check the box for "Reviewed by Sponsor".
• Click the green Save button.

You are able to run all of your expense reports with the option to only include approved expenses. Below are the available reports with this setting:

• Claim for Reimbursement Worksheet (TDA Form H4502)
• Expense Summary Reports
• Expense Summary by Center
• Nonprofit Status Report
• Sponsor Expense Detail Report
• Claim Summary Report (if selecting to add expense summary)

Site-Level

• Claim for Reimbursement Worksheet (TDA Form H4502)
• Expense Detail Report
• Expense Summary Report
• Claim Summary Report (if selecting to add expense summary)