Improving workflows with new Approve actions added to Expense Document cards
| Feature | General availability on-premises | General availability online | Public preview |
|---|---|---|---|
| Improving workflows with new Approve actions |  Mar 2025 | Mar 2025 | Mar 2025 |
Business value
Users can now approve expense documents directly from Expense Document cards, Expense Reports, Expense, Mileage, and Per Diem, reducing the time and effort required for approval workflows.
Feature details
On the Expense Document card pages, new action groups were created for Approve and Request Approval, (the Approve section includes: Approve, Force Approval, Reject, Forward, and On Hold). These groups allow users to quickly review and approve expense documents without having to navigate to additional screens, and they're prominently displayed on the card’s action bar. When selected, they trigger the approval process and provide a confirmation prompt to ensure accuracy.
The Request Approval section now includes Approve, Request Approval, Send Approval Request, and Cancel Approval Request, together with a link to the Approvals page. This feature integrates seamlessly with existing document details, enabling users to assess expense information and take immediate action within the same interface. For more information, see, Approving documents.