Company employees who are part of the approval workflow are responsible for reviewing and approving transactions. Approvers are notified via email when their action is required and can access their tasks in the 'Pending My Approval' section.

Important: Transactions have already occurred and cannot be reversed. As an approver, your task is to determine whether the expense complies with the company’s policies.

• If it does, approve it.
• If it does not, decline it.
• If you're unsure and wish to escalate, reassign the task to someone else.

How to take an action as an approver? 

When approvers get notified, they need to log in to the Mesh platform, navigate to the 'Pending My Approval' section, and click on 'Expenses'. 

A list of all pending approval will be presented but it is possible to search for a specific user.  

Approvers need to click on each request to take an action.

It is possible to approve a few requests by checking the relevant requests and clicking the 'Approve' button at the upper right.

How to take an action as a power user? 

Power users can be involved to help resolve bottlenecks. Users with an Admin profile can navigate to the 'Transactions' page, apply filters (e.g., 'Review Status') to locate relevant transactions, click on a transaction, and take action on behalf of other users.

When the transaction modal opens click the 3-dots on the upper right and take an action (e.g., Approve, Decline or Reassign).