How to Approve Expenses

This article explains how company admins or expense approvers can use the Oyster platform to approve expenses.

Overview

The Oyster platform makes approving expenses easy and seamless and this is only available for Company admins or the designated expense approval in your company.

 

Please note that expenses need to be approved by the company before Oyster can process the reimbursement. As a general guideline, we recommend approving expenses on or before the 6th of the month so that the reimbursement can be added on the current month's payment cycle. Please note that in some countries the expense cut-off dates may differ.

 

Prerequisites

  • You must be part of the Expense Approver group on the Oyster Platform.

  • If no Expense Approver is selected, all Company Admins will receive expense approval requests.

  • If you do not have an account, please reach out to Support to verify your information.

  • Your team member is submitting expenses on Oyster. Please note that in some countries we use a third party expense tool called Rydoo. You can contact Support to check which tool is used.

Steps

  1. Log into the Oyster Platform.

  2. Click on People -> Expenses

  3. You are redirected to the expense reports page which shows the current expenses awaiting action by default.

  4. Click on the particular expense to review details as well as confirm the receipts/amounts.

  5. Once you are satisfied, you can Approve the Expense or Decline accordingly.

     

Additional Information

  1. You can see the approved expenses by clicking on the Show reviewed toggle

  2. You can also search for a particular expense or a team members name using the Search boxes

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