Overview Menu Approval

Updated May 25, 2026 03:56

In the Approval menu, you can view a list of transactions that require your approval. Please note that you can see the full display of the Approval menu only if you have been assigned as an Approver.

Here is a brief explanation of the Approval menu interface:

Below is an explanation of each tab found in the Approvals menu.

1. Approval Claims

No.	Column Name	Description
1	Date	Use the date filter here to display reimbursement and cash advance transactions you want to view based on day/month/year/custom.
2	All Status	Use the Status filter to filter based on reimbursement status, which includes: - Awaiting review: transactions waiting to be reviewed. - Awaiting approval: transactions waiting for approval. - Approved: transactions have been approved. - Rejected: transactions have been rejected.
3	All Filter	Use the Filter to display category information based on Department, Branch, Type, and Category.
4	Search transaction id or requester…	Use the search field here to find your reimbursement/cash advance transactions based on transaction ID or requester name.
5	Transaction ID	User transaction number.
6	Request Date	Submission date.
7	Requester	Name of the employee submitting the Reimbursement/Cash advance.
8.	Department	Employee's position within the company.
9.	Type	Type of submission made. The types consist of Reimbursement and Cash advance.
10.	Expense Category	Expense category.
11.	Status	Submission status.
12.	Amount	Amount of money submitted.
13.	Action	Contains the View detail feature.
14.	View detail	Use this button to display details of the reimbursement/cash advance transaction requiring your approval, as well as to approve or reject the transaction.

2. Approval Trips

No.	Feature Name	Description
1	Filter Trip types	Use the Trip types filter here to display the types of trips that have been created.
2	Filter Status	Use the status filter to display the status of the trip submission.
3	Filter Cash Advance status	Use the Cash Advance status filter to display the status of the Cash Advance that has been submitted.
4	Search bar	Use the search field here to find the trip request that has been made.
5	Trip name	Displays the name of the trip.
6	Request by	Displays the role of the person who submitted the trip.
7	Destination	Displays the destination.
8	Request date	Displays the submission date.
9	Trip date	Displays the trip date.
10	Status	Displays the status of the trip request.
11	Actions	Click this button to access “View request” and “View report.”

3. Approval Purchases

a. Purchases Invoice
Here is the approval display on the Purchase Invoice page.

b. Purchase Order
Here is the approval display on the Purchase Order page.

c. Purchase Quote
Here is the approval display on the Purchase Quote page.

d. Purchase Request
Here is the approval display on the Purchase Request page.