Summit Spend Help

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Approvals & expense reports

Set up approval workflows, approve spend, and manage expense reports.

Set up approvals

  1. Set up approvalsDecide who approves what, add backups for people who are away, and choose what happens after approval.
  2. Cover approvals while you're awayHand your approvals to someone else for a set of days, and see who you're covering for.

Approve spend

  1. Review and approveFind what's waiting on you, approve or reject it, and work through a queue fast.
  2. Choose how you hear about approvalsGet an email or in-app notice when something waits on you, and when your own requests are decided.

Expense reports

  1. Submit an out-of-pocket expenseGet paid back for something you bought with your own money.
  2. Batch, approve and pay reimbursementsGroup someone's out-of-pocket expenses into a batch, send it for approval, record the payment and send it to accounting.