Any user with the Reviewer, Admin, or Finance role in your organisation can submit a review on an expenses claim. When someone wants to request a review, the list of available reviewers will include all users with one of these roles.
When you request a review from someone with the Reviewer role, this will give them read-only access to that specific claim. Users with the Reviewer role cannot access other people's claims unless their review has been requested.
Users with the Admin and Finance roles already have access to see all claims submitted to your organisation. You can request a review from these users, but they can also add a review without it being requested.
Can I review my own claim?
If your organisation has granted you the Reviewer, Admin, or Finance role then claimexpenses will allow you to review your own claim.
We have designed the claim review features to support the widest possible range of organisations. Some organisations might want to allow users to review their own claims - for example if claims must be signed off by a line manager and a budget holder, and the claimant is the budget holder.
Your organisation's own policies and processes will determine whether it's meaningful or appropriate for you to formally "approve" your own claim.
When can a claim be reviewed?
Claims can be reviewed from the time they are submitted up until they are marked as paid.
Once a claim has been marked as paid, no further reviews can be requested or submitted.