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How to approve and export Bundles

Streamline Approvals - Admins can approve entires Bundle and all its included items with a single click, saving time and effort.

Updated this week

How to Approve Bundles

  • The Submitted Bundles will be visible in the Travel claims page in the Submitted state.

  • By opening the Bundle, the Admin can view and edit all added items, descriptions and attachments.

  • Admins can reject a singular item in the Bundle. This will de-link the item from the Bundle

  • Admins can approve the complete Bundle by clicking Approve, and respectively reject by clicking Reject. Add a reason for rejection message if needed.

How to Export Bundles

After approval, and when you're ready to export, select the Bundle and from the toolbar, click Move to Export queue. This will de-link all bundle items and add them to their respective Export Queues as individual items.

Card expense may be added to Bundles. These will however be listed in the Expense page as individual items as well. When changing a status of the individual expense, you will receive warnings if warranted, since this might de-link the expense from the Bundle.

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