Overview
When an organization enables Manager Approvals, assigned managers can immediately review their direct reports’ physical and virtual card transactions in Extend.
To enable managers: Go to the People tab in Organization Settings and assign a people manager to each org member.
Note: Only Owners, Admins, and Bookkeepers can assign or update people managers.
How to review card transactions
From the Home page, managers will be alerted to card transactions that need their attention in their Activity Feed.
- Managers will click Expenses to Review.
- Managers will then be directed to the Manager Review section, Card Transactions
Here, managers see any virtual and physical card transactions made by their direct reports.
What actions can managers take?
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Review a single transaction: Hover over a transaction and click the review icon ( ✅) or flag icon ( 🚩) to take action.
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Review in bulk: Use the checkboxes on the left to select multiple transactions, then apply a bulk action to review or flag them at once.
Once reviewed or flagged, transactions will no longer appear on the Manager Review space. The manager review status will display on the Accounting Card Transactions and CSV exports for the accounting team to take any additional actions.
FAQs
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Will managers be notified when a transaction needs review?
Yes. Managers will see a notification in the Activity Feed on their Homepage whenever a new transaction requires their review. -
Who can assign managers?
Owners, Admins, and Bookkeepers can assign or update a manager for any org member from the People tab in Organization Settings.