Approve an expense

Approve an expense

Review a member-submitted expense. Approving it creates a credit on the member’s balance — rejecting it drops the expense without a credit.

Before you start

• You must be an owner or admin (treasurer counts as admin).
• Expenses that have not yet been reviewed appear in the pending queue.
• You must be online. Both the Approve and Reject buttons write to the financial ledger and disable when the device is offline.

Steps

1. Open the syndicate.
2. Go to Pending Expenses. Route: /syndicates/:syndicateId/expenses/pending.
3. For each expense, review the Amount, Description, Category, Date, and submitting member.
4. Tap View Receipt to inspect the attached photo.

To approve

5. Tap Approve on the expense card.
6. You see Expense approved. An expenseCredit transaction is written to the submitting member’s balance for the full amount.

To reject

5. Tap Reject on the expense card.
6. You see Expense rejected. No credit is created; the expense is removed from the pending queue.

Offline behaviour

The Approve and Reject buttons watch connectivity. When the device is offline, both buttons disable and show Approval needs a connection — try again when you’re online in a snackbar if you tap them. They re-enable automatically when the connection returns.

Approval writes an expenseCredit transaction directly to the ledger, and rejection writes a status change that other admins immediately see. Both are deliberate online-only operations — queueing them offline would risk an admin tapping Approve on a stale view of the queue and creating a credit twice.

If it goes wrong

• “Failed to approve” / “Failed to reject” — connectivity dropped during the call. The expense stays pending; retry once the connection is back.
• The Approve and Reject buttons are disabled. The device is offline. See Offline behaviour above.
• “Could not load receipt image” — the receipt may have failed to upload. Ask the submitter to reattach and resubmit.

See also

• Transaction types — the expenseCredit ledger entry approval creates
• Member balance — where the credit lands
• Expense approvals queue — the admin view of pending expenses
• Submit an expense — the member-side flow