This article guides Approvers or Releasers to review and approve or reject any reimbursement requests. We’ll show you how.
Table of Contents
How to Review Reimbursement as an Approver
Once created by Drafter, Approver(s) will get the notification to review Reimbursement requests first before disbursing to the recipient(s). The status of the transaction at that time is Pending Approval. The Approver(s) have been appointed since the beginning using the approval workflow (read here).
As an Approver, you can review Reimbursement requested by Drafters and decide to accept or reject easily via Jack Portal and Jack App.
Approve or Reject Reimbursement Request by Approver in Jack Portal
Click Task at the menu bar to see the list of transactions that require your approval (Require Approval section). Select a Reimbursement Request or several Reimbursement requests (tick the box to select some) to start reviewing. In this article, we’ll only guide the approval process for one request, you can read here if you want to review several requests at once.
Read the details of the Reimbursement such as Number of Expenses and Total Amount. At the bottom of the page, select Start Review Expense to review the details of the expenses.
You can review expenses inside one submitted reimbursement request one-by-one. If you choose to approve the expense, you can click the green check button.
The expense will be marked as approved and you can continue to review the rest of the expenses.
If you choose to reject the expense, you can click the red cross button.
You are prompted to input your rejection reason and you can click Mark as rejected to continue the review process.
The expense will be marked as rejected and you can continue to review the rest of the expenses.
After you’ve finished reviewing all of the expenses, click Continue to proceed.
You will see a confirmation page displaying all of the expenses that you have either approved or rejected. Check it once again, especially the Reimbursement amount, to ensure you reimburse the amount correctly. Once done, click Confirm to continue.
You will be prompted to enter your PIN. Click Continue to proceed to the final step.
Finally, you have reviewed one Reimbursement request successfully. Click the Close button and start reviewing other approval requests.
Approve or Reject Reimbursement Request by Approver in Jack App
Open the Jack App, in the Home menu, you will be able to see the pending tasks, as well as alerts and attention items. Click on See all to view all pending tasks.
Select Require Approval.
Choose the Reimbursement that you wish to review.
Click the Start Review button to begin reviewing the expenses in the Reimbursement.
Select the expense that you want to review.
If you click one of the expenses, you will see the image of the receipt, along with the amount of the expense at the bottom of the page.
Slide up to view the full details of the expense. After reviewing it thoroughly, decide whether you want to Approve or Reject the request.
If you choose to approve the expense, a small notification will appear at the bottom of the screen, indicating that the expense has been marked as approved.
If you choose to reject the expense, you will be prompted to provide a reason for the rejection. After that, click the Mark as Reject button to confirm the rejection of the expense.
Approve or Reject the remaining expenses. After you have reviewed all expenses inside a Reimbursement, the Continue button will turn to green and you can click it to continue.
A confirmation slider will appear to confirm your review. Check it once again, especially the Reimbursement amount, to ensure you reimburse the amount correctly. Once done, click Continue again.
The last step in the approval process is entering your Jack PIN.
Congratulations! You have successfully reviewed a Reimbursement request.
How to Review Reimbursement as a Releaser
The last step in the approval workflow is getting the approval and payment released from the Releaser. The status of the transaction at that time is Pending Approval. A Releaser has been appointed since the beginning using the approval workflow (read here).
As a Releaser, you must review Reimbursement requested by Drafters, that has been approved by the prior Approvers, and decide to approve and pay or reject, via Jack Portal and Jack App.
Approve or Reject Reimbursement Request by Releaser in Jack Portal
Click Task at the menu bar to see the list of transactions that require your approval (Release Payment section). Select a Reimbursement request to start reviewing. In this article, we’ll only guide the approval process for one request, you can read here if you want to review several requests at once.
Read the details of the Reimbursement such as Number of Expenses and Total Amount. At the bottom of the page, select Start Review Expense to review the details of the expenses.
You can review each expense inside one submitted Reimbursement request one-by-one. If you choose to approve the expense, you can click the green check button.
The expense will be marked as approved and you can continue to review the rest of the expenses.
If you choose to reject the expense, you can click the red cross button.
You are prompted to input your rejection reason and you can click Mark as rejected to continue the review process.
The expense will be marked as rejected and you can continue to review the rest of the expenses.
After you’ve finished reviewing all of the expenses, click Continue to proceed.
You will see a confirmation page displaying all of the expenses that you have either approved or rejected. Check it once again, especially the total payment because you cannot edit the amount once released, to ensure you pay all Reimbursements correctly. If your company balance is insufficient, you can top up your balance first by following the guidelines here. Once done, click Approve & Pay to proceed to the next step.
You will be prompted to enter your PIN. Click Continue to proceed to the final step.
Finally, you have reviewed and released the payment for one Reimbursement request successfully. Click the Close button and start reviewing other approval requests.
Approve or Reject Reimbursement Request by Approver in Jack App
Open the Jack App, in the Home menu, you will be able to see the pending tasks, as well as alerts and attention items. Click on See all to view all pending tasks.
Select Release Payments.
Choose the Reimbursement that you wish to review.
Click the Start Review button to begin reviewing the expenses in the Reimbursement.
Select the expense that you want to review.
If you click one of the expenses, you will see the image of the receipt, along with the amount of the expense at the bottom of the page.
Slide up to view the full details of the expense. After reviewing it thoroughly, decide whether you want to Approve or Reject the request.
If you choose to approve the expense, a small notification will appear at the bottom of the screen, indicating that the expense has been marked as approved.
If you choose to reject the expense, you will be prompted to provide a reason for the rejection. Click on Mark as Reject to confirm the rejection of the expense.
Approve or Reject the remaining expenses. After you have reviewed all expenses inside a Reimbursement, the Continue button will turn to green and you can click it to continue the process.
A confirmation slider will appear to confirm your review. Check it once again, especially the Reimbursement amount because you can not edit the amount once released, to ensure you reimburse the amount correctly. If your company balance is insufficient, you can top up your balance first by following the guidelines here. Once done, click Confirm.
The last step in the approval process is entering your Jack PIN.
Congratulations! You have successfully reviewed and released the payment for the reimbursement request.
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