Reviewing Expenses – Metric AI Help

Metric.ai provides a comprehensive system for managing expenses, including the ability to review them. Expense reviews can be conducted at the Project, Tag (Group), and Organization levels, allowing for a flexible and customized approval process. This process is configured using permissions, giving you control over who can review expenses.

Submitting Expenses

Employees can create and submit expenses for review in Metric.ai. To do this, they need to follow these simple steps:

Navigate to the Home > My Expenses page within the Metric.ai platform.
On this page, employees can select one or multiple expenses they wish to submit for review. They can choose from previously created expenses or create new ones (it requires View Own Expenses and Edit Own Expenses permissions).
Users can open the specific expense entry for individual expenses and initiate the submission process.
Metric.ai also offers the convenience of submitting multiple expenses simultaneously, streamlining the submission process when dealing with multiple expenses at once.

Tag-Level Expense Review

If you want to organize the expense review process in a way that a manager responsible for a group of employees (e.g., a department manager) should review the expenses of those employees, you need to ensure that they have the necessary permissions to conduct tag-level reviews (View Group Expenses and Review Group Expenses).

In this scenario, all expenses submitted by employees within this tag will be available to the manager in the Home > My Approval section. The interface provides filtering options based on status or date, making it easy to find specific expenses.

Upon selecting an individual expense, the manager can view detailed information and perform a review. They have the option to approve or reject expenses, ensuring a streamlined approval process.

For efficiency, managers can also review multiple expenses simultaneously, streamlining the review process when dealing with a batch of expenses.

Additionally, managers can opt to receive notifications for newly created expenses within this tag, ensuring that no expenses go unnoticed. For this purpose, users need to go to Home > Notifications and add a notification for either Expense Submitted: My Approvals or Expense Submitted: Group (a specific group).

This approach enables a streamlined and organized expense review process at the group level, providing managers with the tools they need to effectively manage and review expenses for their team.

Project-Level Expense Review

If you want to organize the review process in a way that project managers are responsible for reviewing expenses on their respective projects, you need to ensure that they have the necessary permissions to conduct project-level reviews (View Project Expenses and Review Project Expenses).

To review project expenses, the manager can navigate to the project's expense page (Project > Expenses). Here, they can access a complete list of expenses associated with the project. The interface provides filtering options based on status or date, making it easy to find specific expenses.

Upon selecting an individual expense, the manager can view detailed information and perform a review. They have the option to approve or reject expenses, ensuring a streamlined approval process.

For efficiency, managers can also review multiple expenses simultaneously, streamlining the review process when dealing with a batch of expenses.

Additionally, managers can opt to receive notifications for newly created expenses on their projects, ensuring that no expenses go unnoticed. For this purpose, users need to go to Home > Notifications and add a notification for Expense Submitted: Project (a specific project).

This approach enables a streamlined and organized expense review process at the project level, providing managers with the tools they need to effectively manage and review expenses for their projects.

Organization-Level Expense Review

Admins and users with the appropriate permissions (View All Expenses and Review All Expenses at the organizational level) can conduct reviews for all expenses within the organization.

To access the list of all expenses available for review, navigate to the Organization > Expenses page. Here, users can take advantage of various filtering options, allowing them to sort expenses by status, date, and other criteria.

Upon selecting an individual expense, the admin can view detailed information and perform a review. They have the option to approve or reject expenses, ensuring a streamlined approval process.

For efficiency, the admin can also review multiple expenses simultaneously, streamlining the review process when dealing with a batch of expenses.