Verify an expense claim

You can have Sparkrock 365 verify the document values for an expense claim. Depending on your Sparkrock 365 setup, when you verify an expense claim, Sparkrock 365 performs the following tasks for the document:

  • Runs budget checking

  • Determines the one or more eligible approvers

To verify an expense claim

  1. Choose Lightbulb that opens the Tell Me feature., enter expense claims, and then choose the related link.

    The Expense Claims page opens.

  2. Select the open expense claim that you want to verify, and then on the action bar, choose Manage > View.

    The Expense Claim page opens.

  3. On the action bar, choose Home > Verify.

    If there are any errors, the Error Messages page opens and displays the list of errors that must be corrected. Otherwise, a document successfully verified message is displayed.

See also

Expense claims

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