How to approve/reject my team’s expenses? (For Partners / Accounts team)

• Watch simple video to know how to filter/ extract the expenses (2:30 min).
  
• Or, follow the instructions below.
• Whenever any new expense is entered by your team member (for the matter’s where you’re assigned as the partner), you’ll receive an email notification to approve/ reject the expense submitted by your team member.

  To Approve/Reject any expense, follow the steps below,

  1. Login to your LegalXGen accountse.g. http://app.legalxgen.com
  2. Go to Accounts ==> Expenses from the menu (navigation options) on your left

     

  Note: In case you don’t see Accounts Expenses, please contact your admin, access needs to be granted 

  3. You’ll be redirected to ‘Expense Approval’ view.

  Approve (1): In this view, you’ll see an ‘Approve’ button on your top right

  Filter (2): You’ll see a funnel icon to filter the records for any associate, client, matter, date range etc.

  

  4. To Approve, select/check, (the checkbox appearing in the first column) expenses, you wish to approve (use desired filters, if required)
  • Once desired expenses are selected click on the ‘Approve’ button to approve the selected expenses. You’ll see a confirmation dialog. Click ‘Yes’ to approve the expense.
    
  5. To Reject any expense, select the expense you wish to ‘Reject’ and click on the down-arrow icon present along with ‘Approve’ button, you’ll see ‘Reject’ option
     

  You’ll see a pop-up where you need to enter the reason for rejection and click on ‘Reject’ button