Looking for a guide for approving & denying expenses in GoCo? Keep reading to find out this & more!
Notifications
When an expense request comes through, you will be notified via email & through any other integrations you have enabled, such as Slack.
Once the email is received, click the approve or deny links at the bottom to go into GoCo and view the request.
Approving/Denying Requests
Typically, Full Access Admins and/or Managers are responsible for approving expense requests. GoCo simplifies the process by providing a centralized view of all requests.
To access this feature (not from your email notification), simply login to GoCo as an approver and navigate to Expense Management from the left menu or the company home page.
Note: Approvers will also receive an inbox notification when they have requests to review.
No matter which method you select, it will direct you to the Approver Dashboard. Here the approver has a clear visual of submitted expense requests and their respective statuses.
Note: At the top of the dashboard, you'll notice a search function that allows you to easily search for requests based on team member or status. Additionally, on the right side of the dashboard, you have the option to quickly approve requests with just a simple click of a button.
By selecting "View" on a specific request, a pop-up will appear on the right side of your screen, allowing you to easily access a breakdown of the request and any notes provided by the employee. In addition, approvers have the capability to leave new notes or comments as desired. Lastly, located on the bottom right, approvers can choose to either approve or deny the request.
After the request is approved or denied, it will be labeled with its new status in the status column. Employees will receive a notification informing them of the updated status of their request.
By following these steps, you can effectively and efficiently approve expense management requests as an approver, contributing to a streamlined process and well-managed finances for your organization.
🌟Bonus: If you have embedded payroll with Gusto expense reimbursements will automatically push over to payroll to be processed!
Unlock the power of GoCo's Expense Management App and Gusto-embedded payroll integration today, and experience a new level of efficiency and accuracy in managing your expenses and payroll.
Downloading Receipts
Need to download receipts for these expenses? Simply, the ellipses button on the top of your Requests page & find the "Download Receipt(s)" button.
Now choose which receipts you will download (approved, pending, denied, etc.)
Lastly, select the date range that you want to pull from. Once your settings are complete, hit the "Download" button.
Your file will now be saved to your computer.
Isn't that so cool?! 😎
If you have any additional questions, please contact your GoCo Client Success Team. Happy Hiring! 💚
Updated 4.16.24