How do I approve a declaration/ proof submissions/ promissory declaration/ promissory proofs submitted by an employee?
- Go to Employees >> Investments
- You will see the Investment Approvals table with all the pending requests on the top of the list.
- Scroll to the required request and click on the “Take Action button to view the details of the declaration
- Check the amounts on all the tabs. Note that you may edit the final amount before approval (which includes changing the final amount to 0 in cases of requests that you would like to reject)
- For proof submissions, you can download/preview the proof submitted by the employee; you can also view any prior submissions by the employee
- Click on the Approve button