Claims approval manager - approve or decline claim reports

Before you can pay an expense claim, receipts in the claim must be approved or declined. The claims approver will receive a notification in their email should a new claim be approved.

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Web browser

Follow these guidelines on how to approve or decline the claims

Step 1 - In the Claims menu, select Approval

Step 2 - Select the report title to start a review

Step 3 - Expenses are automatically sorted by most recently changed or actioned. You can also sort expenses by date, name of the employee, and the report title

Step 4 - Approve or decline accordingly

Upon approving the claim report, you may also download a PDF copy of the approved claim submission

Mobile app

You will receive push notifications once the employee submits claims. You can click on the notification and approve the claim from the mobile app

If you did not enable the push notification, please follow the below steps to approve the claim via the mobile app

Step 1 - Log in to Swingvy mobile app

Step 2 - Click on the claims icon

Step 3 - Check the pending claim report

Step 4 - Click on the claim report and approve/decline it accordingly