When setting up approvals on the a Expense Templates (these are likely to be created for you by an internal System Administrator), there is the option for the Client to approve the expenses, for you as an Agency to approve expenses or to have a two stage approval process, which goes to the Client first and then the Agency does a final check.
If you choose to have the internal step, it is named Validation in Mercury.
Rejecting an Expense
Once the candidate has submitted their expense, it will be displayed in Mercury with a status of Submitted. You may be managing these directly from the placement record but it is likely you will have created a dashboard to manage these.
From the Placement record, click onto the Timesheets and Expenses tab:
Double click into the expense row to access it (avoiding all hyperlinks).
The expense record will display information such as the start and end date of that period, the current status, etc.
To review the time entered, click onto the Expenses Lines tab.
The example shows an expense row. It contains multiple fields including: Date, Expense Type, Description, Units, Amount of the Expense, Currency, if there is a Receipt attached and the Status.
If you notice that there is an error, click back onto the General tab and change the Status Reason to Rejected.
This will change the status of the expense to 'Rejected'.
This status will be reflected in the candidates portal and move the rejected expense entry from the Submitted Expenses section back to Unsubmitted Expenses.
The candidate can then adjust their hours and re-submit.