ExpensesUpdated May 2026
Approvals and Reimbursements
How expense approvals and employee reimbursements work in Tetri Copilot.
Access:OwnerAdminUser
Overview
If your workspace has approval workflows configured, expenses above certain thresholds or in certain categories must be approved before they are recorded. Approvers are notified automatically.
Expense Statuses
| Field | Required | Description |
|---|---|---|
Draft | — | Saved but not yet submitted for approval. |
Pending | — | Submitted and waiting for an approver to review. |
Approved | — | Approved by the designated approver. |
Rejected | — | Rejected by the approver. A reason should be provided. |
Reimbursed | — | The expense has been approved and the employee has been reimbursed. |
How to Approve an Expense
- 1
Go to Expenses → Approvals in the sidebar.
- 2
You see a list of expenses waiting for your approval.
- 3
Click on an expense to review the details and attached receipts.
- 4
Click Approve or Reject.
- 5
If rejecting, enter a reason.
- 6
The submitter is notified of the outcome automatically.
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Note
Only users with Approver permissions can approve expenses. Approver status is configured by Owners and Admins in the approval rules settings.
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