As an Admin, the Reports tab of the Dashboard is where all submitted (current and historic) reports are housed. This is where you can sort reports by their status (Approved, Rejected, Paid, etc) as well as issue reimbursements.
Pro tip: You can only see reports that have been submitted. If a report is still in a draft status on a team member’s account, it will not be visible on your Dashboard.
Step 1: Click on Reports on the left sidebar menu
Step 2: On the top half of the Reports page, you’ll see a section that says My Tasks. There will be two categories of Reports listed underneath My Tasks.
Needs My approval: The reports you need to approve.
Needs My payment: The reports ready for your payment.
Step 3: To take action on either of these (to approve a report or issue payment), click on the correct See Reports for the corresponding item.
If you scroll down to the bottom of the page, you’ll see an additional bar where you have the option to view My Tasks or All Reports
My Tasks: Reports that require (or have already received) action on your part. Select the dropdown menu to view reports by ones that currently need approval, need payment, or have already been Approved, Rejected, or Paid.
All Reports: Every report in your team/department (not just the ones that need your action).
And you're done! If you have any questions, please reach out to us at email@example.com