Staff members must not approve their own expense claims. Even if you are a financial delegate, you will need to submit your expense claim to someone else to approve.
If you are a financial delegate entering a claim on behalf of someone else, you are permitted to both submit and approve the claim.
- How do I approve an expense claim?
As an approver, you will receive an email telling you there is an expense claim that requires your approval.
Step 1 - Click on the link in the expense claim notification email.
Step 2 - Check the claim.
- Is the information accurate?
- Is the expenditure appropriate?
- Are receipts and tax invoices attached to the claim?
Step 3 - Approve or deny the claim.
Denied claims are returned to the claimant to fix and re-submit.
You can also log into NS Financials at any time and check your ‘To Action’ list for any outstanding expense claims to approve.